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Disclosery

IFS Group,LLC: XLE position timeline

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

IFS Group,LLC held 4,882 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,882 shares
    Change vs previous 13F -199 shares

    0.36% of the 13F portfolio, value $259,280.

    13F-HR 0002085853-26-000841 filed by IFS 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 5,081 shares
    Change vs previous 13F +2,521 shares

    0.28% of the 13F portfolio, value $311,289.

    13F-HR 0002085853-26-000604 filed by IFS 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 ended2025-09-30
    13F 2,560 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $228,681.

    13F-HR 0002085853-25-000242 filed by IFS Group,LLC
    Filed (acceptance time not in the bulk data set), ingested

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