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Disclosery

Iyo Bank, Ltd.: XLE position timeline

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

Iyo Bank, Ltd. held 33,949 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,949 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $1,803,031.

    13F-HR 0001890435-26-000003 filed by Iyo Bank, 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 33,949 shares
    Change vs previous 13F +33,949 shares

    0.74% of the 13F portfolio, value $2,079,716.

    13F-HR 0001890435-26-000002 filed by Iyo Bank, 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 0 shares
    Change vs previous 13F -3,714 shares

    13F-HR 0001890435-26-000001 filed by Iyo Bank, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 3,714 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $331,809.

    13F-HR 0001890435-25-000005 filed by Iyo Bank, 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 3,714 shares
    Change vs previous 13F -7,428 shares

    0.13% of the 13F portfolio, value $314,984.

    13F-HR 0001890435-25-000003 filed by Iyo Bank, 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 11,142 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,041,000.

    13F-HR 0001890435-25-000002 filed by Iyo Bank, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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