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Grove Bank & Trust: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grove Bank & Trust on XLE, newest first. How the timeline and the estimate are built.

Grove Bank & Trust held 261,706 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 261,706 shares
    Change vs previous 13F +132,298 shares

    1.6% of the 13F portfolio, value $16,094,920.

    13F-HR 0001193125-26-417783 filed by Grove Bank & Trust
    Accepted , ingested

  2. period ended2026-06-30
    13F 129,408 shares
    Change vs previous 13F -117,737 shares

    0.68% of the 13F portfolio, value $6,872,859.

    13F-HR 0001193125-26-297338 filed by Grove Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 247,145 shares
    Change vs previous 13F +131,273 shares

    1.71% of the 13F portfolio, value $15,140,103.

    13F-HR 0001193125-26-147358 filed by Grove Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 115,872 shares
    Change vs previous 13F +13,767 shares

    0.58% of the 13F portfolio, value $5,180,637.

    13F-HR 0001193125-26-007162 filed by Grove Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 102,105 shares
    Change vs previous 13F +94,833 shares

    1.07% of the 13F portfolio, value $9,122,061.

    13F-HR 0001193125-25-231429 filed by Grove Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,272 shares
    Change vs previous 13F -20,999 shares

    0.08% of the 13F portfolio, value $616,739.

    13F-HR 0000950123-25-006305 filed by Grove Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 28,271 shares
    Change vs previous 13F +7,559 shares

    0.35% of the 13F portfolio, value $2,641,925.

    13F-HR 0000950123-25-003568 filed by Grove Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 20,712 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,774,190.

    13F-HR 0000950123-25-000315 filed by Grove Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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