Galvin, Gaustad & Stein, LLC: XLE position timeline

Galvin, Gaustad & Stein, LLC held 331,969 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 331,969 shares

   Change vs previous 13F -88,963 shares

   1.54% of the 13F portfolio, value $20,416,138.

   13F-HR 0001172661-26-004437 filed by Galvin, Gaustad & Stein, LLC
   Accepted 2026-10-08 17:16:53 UTC, ingested 2026-10-08 17:17:53 UTC

2. period ended2026-06-30

   13F 420,932 shares

   Change vs previous 13F +82,530 shares

   1.65% of the 13F portfolio, value $22,355,686.

   13F-HR 0001172661-26-002918 filed by Galvin, Gaustad & Stein, LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 338,402 shares

   Change vs previous 13F +272,777 shares

   1.66% of the 13F portfolio, value $20,730,525.

   13F-HR 0001172661-26-001932 filed by Galvin, Gaustad & Stein, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 65,625 shares

   Change vs previous 13F +51,655 shares

   0.23% of the 13F portfolio, value $2,934,111.

   13F-HR 0001172661-26-000291 filed by Galvin, Gaustad & Stein, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 13,970 shares

   Change vs previous 13F -14,053 shares

   0.1% of the 13F portfolio, value $1,248,080.

   13F-HR 0001172661-25-004383 filed by Galvin, Gaustad & Stein, LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 28,023 shares

   Change vs previous 13F +22,168 shares

   0.2% of the 13F portfolio, value $2,376,626.

   13F-HR 0001172661-25-002700 filed by Galvin, Gaustad & Stein, LLC
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 5,855 shares

   Change vs previous 13F -200 shares

   0.05% of the 13F portfolio, value $547,150.

   13F-HR 0001172661-25-001611 filed by Galvin, Gaustad & Stein, LLC
   Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 6,055 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $518,671.

   13F-HR 0001172661-25-000260 filed by Galvin, Gaustad & Stein, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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