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GREAT LAKES ADVISORS, LLC: XLE position timeline

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

GREAT LAKES ADVISORS, LLC held 0 XLE shares at 2026-03-31 per its 13F-HR filed 2026-05-12.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -12,544 shares

    13F-HR 0001078013-26-000003 filed by GREAT LAKES ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 12,544 shares
    Change vs previous 13F +6,272 shares

    <0.01% of the 13F portfolio, value $560,842.

    13F-HR 0001078013-26-000002 filed by GREAT LAKES ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 6,272 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $560,340.

    13F-HR 0001078013-25-000008 filed by GREAT LAKES ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 6,272 shares
    Change vs previous 13F -71 shares

    <0.01% of the 13F portfolio, value $531,929.

    13F-HR 0001078013-25-000005 filed by GREAT LAKES ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 6,343 shares
    Change vs previous 13F -40,724 shares

    0.01% of the 13F portfolio, value $592,754.

    13F-HR 0001078013-25-000004 filed by GREAT LAKES ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 47,067 shares
    Change vs previous 13F -2,941 shares

    0.03% of the 13F portfolio, value $4,031,772.

    13F-HR 0001078013-25-000002 filed by GREAT LAKES ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 50,008 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,390,715.

    13F-HR 0001078013-24-000006 filed by GREAT LAKES ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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