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Disclosery

L.M. KOHN & COMPANY: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.M. KOHN & COMPANY on XLE, newest first. How the timeline and the estimate are built.

L.M. KOHN & COMPANY held 7,791 XLE shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 7,791 shares
    Change vs previous 13F -337 shares

    0.84% of the 13F portfolio, value $696,079.

    13F-HR 0001214659-25-015817 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 8,128 shares
    Change vs previous 13F -117 shares

    0.19% of the 13F portfolio, value $689,349.

    13F-HR 0001214659-25-011375 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 8,245 shares
    Change vs previous 13F +358 shares

    0.2% of the 13F portfolio, value $770,495.

    13F-HR 0001214659-25-006185 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 7,887 shares
    Change vs previous 13F -1,164 shares

    0.17% of the 13F portfolio, value $675,618.

    13F-HR 0001214659-25-001603 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 9,051 shares
    Change vs previous 13F -720 shares

    0.2% of the 13F portfolio, value $794,639.

    13F-HR 0001214659-24-019201 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 9,771 shares
    Change vs previous 13F -1,439 shares

    0.24% of the 13F portfolio, value $890,642.

    13F-HR 0001214659-24-013256 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 11,210 shares
    Change vs previous 13F +2,508 shares

    0.3% of the 13F portfolio, value $1,058,306.

    13F-HR 0001214659-24-007537 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 8,702 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $729,572.

    13F-HR 0001214659-24-002225 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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