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Disclosery

Independence Bank of Kentucky: XLE position timeline

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

Independence Bank of Kentucky held 49,649 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,649 shares
    Change vs previous 13F +420 shares

    0.3% of the 13F portfolio, value $2,636,858.

    13F-HR 0001730479-26-000003 filed by Independence Bank of Kentucky
    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 49,229 shares
    Change vs previous 13F -645 shares

    0.38% of the 13F portfolio, value $3,015,769.

    13F-HR 0001730479-26-000002 filed by Independence Bank of Kentucky
    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 49,874 shares
    Change vs previous 13F +24,787 shares

    0.28% of the 13F portfolio, value $2,229,867.

    13F-HR 0001730479-26-000001 filed by Independence Bank of Kentucky
    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 25,087 shares
    Change vs previous 13F -735 shares

    0.29% of the 13F portfolio, value $2,241,273.

    13F-HR 0001730479-25-000005 filed by Independence Bank of Kentucky
    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 25,822 shares
    Change vs previous 13F +62 shares

    0.31% of the 13F portfolio, value $2,189,964.

    13F-HR 0001730479-25-000004 filed by Independence Bank of Kentucky
    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 25,760 shares
    Change vs previous 13F -604 shares

    0.38% of the 13F portfolio, value $2,407,272.

    13F-HR 0001730479-25-000002 filed by Independence Bank of Kentucky
    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 26,364 shares
    Change vs previous 13F +5,114 shares

    0.35% of the 13F portfolio, value $2,258,340.

    13F-HR 0001730479-25-000001 filed by Independence Bank of Kentucky
    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 21,250 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,865,750.

    13F-HR 0001730479-24-000004 filed by Independence Bank of Kentucky
    Filed (acceptance time not in the bulk data set), ingested

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