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Disclosery

HERBST GROUP, LLC: XLE position timeline

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

HERBST GROUP, LLC held 58,808 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,808 shares
    Change vs previous 13F -43,298 shares

    1.7% of the 13F portfolio, value $3,123,288.

    13F-HR 0001951757-26-000974 filed by HERBST GROUP, 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 102,106 shares
    Change vs previous 13F +17,803 shares

    3.86% of the 13F portfolio, value $6,255,007.

    13F-HR 0001951757-26-000559 filed by HERBST GROUP, 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 84,303 shares
    Change vs previous 13F +43,234 shares

    2.22% of the 13F portfolio, value $3,769,183.

    13F-HR 0001951757-26-000173 filed by HERBST GROUP, 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 41,069 shares
    Change vs previous 13F -4,926 shares

    2.28% of the 13F portfolio, value $3,669,145.

    13F-HR 0001951757-25-001437 filed by HERBST GROUP, 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 45,995 shares
    Change vs previous 13F -683 shares

    2.34% of the 13F portfolio, value $3,900,874.

    13F-HR 0001951757-25-000832 filed by HERBST GROUP, 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 46,678 shares
    Change vs previous 13F -565 shares

    3.09% of the 13F portfolio, value $4,362,101.

    13F-HR 0001951757-25-000292 filed by HERBST GROUP, 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 47,243 shares
    Change vs previous 13F -1,890 shares

    2.52% of the 13F portfolio, value $4,046,874.

    13F-HR 0001951757-25-000041 filed by HERBST GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 49,133 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $4,313,917.

    13F-HR 0001951757-24-000985 filed by HERBST GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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