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Founders Capital Management: XLE position timeline

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

Founders Capital Management held 2,565 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,565 shares
    Change vs previous 13F +3 shares

    0.06% of the 13F portfolio, value $136,214.

    13F-HR 0001704300-26-000003 filed by Founders Capital Management
    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 2,562 shares
    Change vs previous 13F +3 shares

    0.08% of the 13F portfolio, value $156,919.

    13F-HR 0001704300-26-000002 filed by Founders Capital Management
    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 2,559 shares
    Change vs previous 13F +1,281 shares

    0.06% of the 13F portfolio, value $114,399.

    13F-HR 0001704300-26-000001 filed by Founders Capital Management
    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 1,278 shares
    Change vs previous 13F +2 shares

    0.06% of the 13F portfolio, value $114,174.

    13F-HR 0001704300-25-000006 filed by Founders Capital Management
    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 1,276 shares
    Change vs previous 13F +2 shares

    0.06% of the 13F portfolio, value $108,232.

    13F-HR 0001704300-25-000003 filed by Founders Capital Management
    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 1,274 shares
    Change vs previous 13F +1 shares

    0.08% of the 13F portfolio, value $119,085.

    13F-HR 0001704300-25-000002 filed by Founders Capital Management
    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 1,273 shares
    Change vs previous 13F +35 shares

    0.07% of the 13F portfolio, value $109,017.

    13F-HR 0001704300-25-000001 filed by Founders Capital Management
    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 1,238 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $108,687.

    13F-HR 0001704300-24-000004 filed by Founders Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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