Skip to content
Disclosery

FORBES J M & CO LLP: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on XLE, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 765,897 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 765,897 shares
    Change vs previous 13F -3,625 shares

    3.2% of the 13F portfolio, value $40,676,790.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 769,522 shares
    Change vs previous 13F +3,130 shares

    3.99% of the 13F portfolio, value $47,140,918.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 766,392 shares
    Change vs previous 13F +386,976 shares

    2.77% of the 13F portfolio, value $34,265,386.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    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 379,416 shares
    Change vs previous 13F +3,172 shares

    2.82% of the 13F portfolio, value $33,897,025.

    13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
    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 376,244 shares
    Change vs previous 13F +638 shares

    2.92% of the 13F portfolio, value $31,909,254.

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    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 375,606 shares
    Change vs previous 13F +12,282 shares

    3.4% of the 13F portfolio, value $35,100,381.

    13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
    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 363,324 shares
    Change vs previous 13F +1,478 shares

    3% of the 13F portfolio, value $31,122,334.

    13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
    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 361,846 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $31,770,079.

    13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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