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L. Roy Papp & Associates, LLP: XLE position timeline

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

L. Roy Papp & Associates, LLP held 31,373 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,373 shares
    Change vs previous 13F +1,070 shares

    0.18% of the 13F portfolio, value $1,666,221.

    13F-HR 0002085853-26-000813 filed by L. Roy Papp & Associates, LLP
    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 30,303 shares
    Change vs previous 13F +415 shares

    0.21% of the 13F portfolio, value $1,856,362.

    13F-HR 0002085853-26-000370 filed by L. Roy Papp & Associates, LLP
    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 29,888 shares
    Change vs previous 13F +15,939 shares

    0.15% of the 13F portfolio, value $1,336,293.

    13F-HR 0002085853-26-000127 filed by L. Roy Papp & Associates, LLP
    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 13,949 shares
    Change vs previous 13F +1,274 shares

    0.14% of the 13F portfolio, value $1,246,204.

    13F-HR 0002085853-25-000051 filed by L. Roy Papp & Associates, LLP
    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 12,675 shares
    Change vs previous 13F -200 shares

    0.13% of the 13F portfolio, value $1,074,967.

    13F-HR 0001667731-25-000943 filed by L. Roy Papp & Associates, LLP
    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 12,875 shares
    Change vs previous 13F -42 shares

    0.15% of the 13F portfolio, value $1,203,169.

    13F-HR 0001667731-25-000413 filed by L. Roy Papp & Associates, LLP
    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 12,917 shares
    Change vs previous 13F +20 shares

    0.13% of the 13F portfolio, value $1,106,471.

    13F-HR 0001667731-25-000155 filed by L. Roy Papp & Associates, LLP
    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 12,897 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,132,357.

    13F-HR 0000809339-24-000006 filed by L. Roy Papp & Associates, LLP
    Filed (acceptance time not in the bulk data set), ingested

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