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Disclosery

LANARK FINANCIAL, INC.: XLE position timeline

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

LANARK FINANCIAL, INC. held 17,874 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,874 shares
    Change vs previous 13F +2,108 shares

    0.06% of the 13F portfolio, value $949,324.

    13F-HR 0000791540-26-000014 filed by LANARK FINANCIAL, INC.
    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 15,766 shares
    Change vs previous 13F +507 shares

    0.07% of the 13F portfolio, value $965,832.

    13F-HR 0000791540-26-000009 filed by LANARK FINANCIAL, INC.
    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 15,259 shares
    Change vs previous 13F +7,860 shares

    0.05% of the 13F portfolio, value $682,258.

    13F-HR 0000791540-26-000003 filed by LANARK FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 7,399 shares
    Change vs previous 13F -15 shares

    0.05% of the 13F portfolio, value $661,094.

    13F-HR 0000791540-25-000012 filed by LANARK FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 7,414 shares
    Change vs previous 13F -172 shares

    0.05% of the 13F portfolio, value $628,000.

    13F-HR 0000791540-25-000003 filed by LANARK FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 7,586 shares
    Change vs previous 13F +7,579 shares

    0.06% of the 13F portfolio, value $708,000.

    13F-HR 0000791540-25-000002 filed by LANARK FINANCIAL, INC.
    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 7 shares
    Change vs previous 13F -8,293 shares

    0.06% of the 13F portfolio, value $669.

    13F-HR 0000791540-25-000001 filed by LANARK FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,300 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $728,000.

    13F-HR 0000791540-24-000004 filed by LANARK FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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