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Disclosery

First National Trust Co: XLE position timeline

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

First National Trust Co held 26,299 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,299 shares
    Change vs previous 13F -1,466 shares

    0.05% of the 13F portfolio, value $1,396,739.

    13F-HR 0001193125-26-325220 filed by First National Trust Co
    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 27,765 shares
    Change vs previous 13F -1,661 shares

    0.06% of the 13F portfolio, value $1,700,882.

    13F-HR 0001193125-26-210882 filed by First National Trust Co
    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 29,426 shares
    Change vs previous 13F +15,892 shares

    0.04% of the 13F portfolio, value $1,315,635.

    13F-HR 0001193125-26-042071 filed by First National Trust Co
    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 13,534 shares
    Change vs previous 13F -6,171 shares

    0.04% of the 13F portfolio, value $1,209,126.

    13F-HR 0001193125-25-268273 filed by First National Trust Co
    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 19,705 shares
    Change vs previous 13F +957 shares

    0.06% of the 13F portfolio, value $1,671,180.

    13F-HR 0000950123-25-006904 filed by First National Trust Co
    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 18,748 shares
    Change vs previous 13F -18,035 shares

    0.07% of the 13F portfolio, value $1,752,000.

    13F-HR 0000950123-25-004260 filed by First National Trust Co
    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 36,783 shares
    Change vs previous 13F -1,335 shares

    0.12% of the 13F portfolio, value $3,150,831.

    13F-HR 0000950123-25-001359 filed by First National Trust Co
    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 38,118 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,346,759.

    13F-HR 0000950123-24-010352 filed by First National Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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