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First Citizens Financial Corp: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Citizens Financial Corp on XLE, newest first. How the timeline and the estimate are built.

First Citizens Financial Corp held 13,533 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,533 shares
    Change vs previous 13F +436 shares

    0.35% of the 13F portfolio, value $832,280.

    13F-HR 0001800597-26-000005 filed by First Citizens Financial Corp
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,097 shares
    Change vs previous 13F +936 shares

    0.29% of the 13F portfolio, value $695,582.

    13F-HR 0001800597-26-000003 filed by First Citizens Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 12,161 shares
    Change vs previous 13F -3 shares

    0.35% of the 13F portfolio, value $744,983.

    13F-HR 0001800597-26-000002 filed by First Citizens Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 12,164 shares
    Change vs previous 13F +6,244 shares

    0.27% of the 13F portfolio, value $543,852.

    13F-HR 0001800597-26-000001 filed by First Citizens Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,920 shares
    Change vs previous 13F +62 shares

    0.26% of the 13F portfolio, value $528,893.

    13F-HR 0001800597-25-000006 filed by First Citizens Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,858 shares
    Change vs previous 13F +2,087 shares

    0.27% of the 13F portfolio, value $496,817.

    13F-HR 0001800597-25-000004 filed by First Citizens Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,771 shares
    Change vs previous 13F +688 shares

    0.2% of the 13F portfolio, value $352,400.

    13F-HR 0001800597-25-000002 filed by First Citizens Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,083 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $264,090.

    13F-HR 0001800597-25-000001 filed by First Citizens Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

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