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Disclosery

JBR Co Financial Management Inc: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JBR Co Financial Management Inc on XLE, newest first. How the timeline and the estimate are built.

JBR Co Financial Management Inc held 51,587 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 51,587 shares
    Change vs previous 13F -1,316 shares

    1.04% of the 13F portfolio, value $2,724,309.

    13F-HR 0001214659-26-012781 filed by JBR Co Financial Management Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 52,903 shares
    Change vs previous 13F -2,867 shares

    1.03% of the 13F portfolio, value $2,809,678.

    13F-HR 0001214659-26-008370 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 55,770 shares
    Change vs previous 13F 0 shares

    1.04% of the 13F portfolio, value $2,493,477.

    13F-HR 0001214659-26-004443 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 55,770 shares
    Change vs previous 13F +25,763 shares

    1.04% of the 13F portfolio, value $2,493,477.

    13F-HR 0001214659-26-000146 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 30,007 shares
    Change vs previous 13F -294 shares

    1.13% of the 13F portfolio, value $2,680,825.

    13F-HR 0001214659-25-014902 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 30,301 shares
    Change vs previous 13F -1,151 shares

    1.27% of the 13F portfolio, value $2,569,828.

    13F-HR 0001214659-25-011968 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 31,452 shares
    Change vs previous 13F +2,366 shares

    1.72% of the 13F portfolio, value $2,939,189.

    13F-HR 0001214659-25-006138 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 29,086 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $2,491,507.

    13F-HR 0001214659-25-001758 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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