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INVESTMENT PARTNERS, LTD.: XLE position timeline

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

INVESTMENT PARTNERS, LTD. held 16,401 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,401 shares
    Change vs previous 13F +179 shares

    0.27% of the 13F portfolio, value $871,057.

    13F-HR 0001050068-26-000003 filed by INVESTMENT PARTNERS, LTD.
    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 16,222 shares
    Change vs previous 13F +151 shares

    0.35% of the 13F portfolio, value $993,783.

    13F-HR 0001050068-26-000002 filed by INVESTMENT PARTNERS, LTD.
    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 16,071 shares
    Change vs previous 13F +8,094 shares

    0.25% of the 13F portfolio, value $718,550.

    13F-HR 0001050068-26-000001 filed by INVESTMENT PARTNERS, LTD.
    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 7,977 shares
    Change vs previous 13F -1,083 shares

    0.25% of the 13F portfolio, value $712,702.

    13F-HR 0001050068-25-000002 filed by INVESTMENT PARTNERS, LTD.
    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 9,060 shares
    Change vs previous 13F +7 shares

    0.29% of the 13F portfolio, value $768,350.

    13F-HR 0001085146-25-004715 filed by INVESTMENT PARTNERS, LTD.
    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 9,053 shares
    Change vs previous 13F +6 shares

    0.35% of the 13F portfolio, value $845,995.

    13F-HR 0001085146-25-002455 filed by INVESTMENT PARTNERS, LTD.
    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 9,047 shares
    Change vs previous 13F +7 shares

    0.32% of the 13F portfolio, value $774,951.

    13F-HR 0001085146-25-000837 filed by INVESTMENT PARTNERS, LTD.
    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 9,040 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $793,737.

    13F-HR 0001085146-24-005327 filed by INVESTMENT PARTNERS, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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