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Disclosery

Grandview Asset Management LLC: XLE position timeline

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

Grandview Asset Management LLC held 27,263 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,263 shares
    Change vs previous 13F -194 shares

    0.36% of the 13F portfolio, value $1,447,970.

    13F-HR 0001766791-26-000004 filed by Grandview Asset Management LLC
    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 27,457 shares
    Change vs previous 13F +18,007 shares

    0.49% of the 13F portfolio, value $1,682,083.

    13F-HR 0001766791-26-000003 filed by Grandview Asset Management LLC
    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 9,450 shares
    Change vs previous 13F +4,716 shares

    0.12% of the 13F portfolio, value $422,516.

    13F-HR 0001766791-26-000001 filed by Grandview Asset Management LLC
    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 4,734 shares
    Change vs previous 13F -227 shares

    0.12% of the 13F portfolio, value $422,947.

    13F-HR 0001766791-25-000006 filed by Grandview Asset Management LLC
    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 4,961 shares
    Change vs previous 13F +312 shares

    0.13% of the 13F portfolio, value $421,000.

    13F-HR 0001766791-25-000005 filed by Grandview Asset Management LLC
    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 4,649 shares
    Change vs previous 13F +1,362 shares

    0.16% of the 13F portfolio, value $434,000.

    13F-HR 0001766791-25-000004 filed by Grandview Asset Management LLC
    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 3,287 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $282,000.

    13F-HR 0001766791-25-000001 filed by Grandview Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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