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HORIZON FINANCIAL SERVICES, LLC: XLE position timeline

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

HORIZON FINANCIAL SERVICES, LLC held 14,987 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 14,987 shares
    Change vs previous 13F +903 shares

    0.31% of the 13F portfolio, value $795,953.

    13F-HR 0001674020-26-000003 filed by HORIZON FINANCIAL 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 14,084 shares
    Change vs previous 13F -9,072 shares

    0.38% of the 13F portfolio, value $862,807.

    13F-HR 0001674020-26-000002 filed by HORIZON FINANCIAL 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 23,156 shares
    Change vs previous 13F +11,069 shares

    0.47% of the 13F portfolio, value $1,035,300.

    13F-HR 0001674020-26-000001 filed by HORIZON FINANCIAL 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 12,087 shares
    Change vs previous 13F +3,554 shares

    0.52% of the 13F portfolio, value $1,079,836.

    13F-HR 0001674020-25-000008 filed by HORIZON FINANCIAL 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 8,533 shares
    Change vs previous 13F -172 shares

    0.38% of the 13F portfolio, value $723,668.

    13F-HR 0001674020-25-000006 filed by HORIZON FINANCIAL 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/A 8,705 shares
    Change vs previous 13F +3,159 shares

    0.45% of the 13F portfolio, value $813,438.

    13F-HR/A 0001674020-25-000004 filed by HORIZON FINANCIAL 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 5,546 shares
    Change vs previous 13F -2,311 shares

    0.27% of the 13F portfolio, value $475,106.

    13F-HR 0001674020-25-000001 filed by HORIZON FINANCIAL SERVICES, 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 7,857 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $689,858.

    13F-HR 0001674020-24-000007 filed by HORIZON FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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