Skip to content
Disclosery

Fiduciary Group, LLC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fiduciary Group, LLC on XLE, newest first. How the timeline and the estimate are built.

Fiduciary Group, LLC held 226,899 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 226,899 shares
    Change vs previous 13F +2,062 shares

    0.95% of the 13F portfolio, value $12,050,617.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 224,837 shares
    Change vs previous 13F +1,196 shares

    1.18% of the 13F portfolio, value $13,773,545.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 223,641 shares
    Change vs previous 13F +110,044 shares

    0.84% of the 13F portfolio, value $9,998,980.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 113,597 shares
    Change vs previous 13F +740 shares

    0.89% of the 13F portfolio, value $10,148,738.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 112,857 shares
    Change vs previous 13F +3,441 shares

    0.9% of the 13F portfolio, value $9,571,421.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 109,416 shares
    Change vs previous 13F +1,099 shares

    1.02% of the 13F portfolio, value $10,224,893.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 108,317 shares
    Change vs previous 13F -2,577 shares

    0.93% of the 13F portfolio, value $9,278,454.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 110,894 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $9,736,467.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).