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HAGER INVESTMENT MANAGEMENT SERVICES, LLC: XLE position timeline

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

HAGER INVESTMENT MANAGEMENT SERVICES, LLC held 727 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 727 shares
    Change vs previous 13F -235 shares

    0.02% of the 13F portfolio, value $38,611.

    13F-HR 0002026645-26-000003 filed by HAGER INVESTMENT MANAGEMENT SERVICES, 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 962 shares
    Change vs previous 13F +260 shares

    0.03% of the 13F portfolio, value $58,932.

    13F-HR 0002026645-26-000002 filed by HAGER INVESTMENT MANAGEMENT SERVICES, 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 702 shares
    Change vs previous 13F +336 shares

    0.02% of the 13F portfolio, value $31,386.

    13F-HR 0002026645-26-000001 filed by HAGER INVESTMENT MANAGEMENT SERVICES, 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 366 shares
    Change vs previous 13F +115 shares

    0.02% of the 13F portfolio, value $32,698.

    13F-HR 0002026645-25-000008 filed by HAGER INVESTMENT MANAGEMENT SERVICES, 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 251 shares
    Change vs previous 13F -87 shares

    0.01% of the 13F portfolio, value $21,287.

    13F-HR 0002026645-25-000005 filed by HAGER INVESTMENT MANAGEMENT SERVICES, 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 338 shares
    Change vs previous 13F -30 shares

    0.02% of the 13F portfolio, value $31,586.

    13F-HR 0002026645-25-000003 filed by HAGER INVESTMENT MANAGEMENT SERVICES, 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 368 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $31,523.

    13F-HR 0002026645-25-000002 filed by HAGER INVESTMENT MANAGEMENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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