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Disclosery

LANE BROTHERS & CO INC: XLE position timeline

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

LANE BROTHERS & CO INC held 37,866 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,866 shares
    Change vs previous 13F -657 shares

    1.32% of the 13F portfolio, value $2,011,056.

    13F-HR 0001177416-26-000009 filed by LANE BROTHERS & CO 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 38,523 shares
    Change vs previous 13F +4,531 shares

    1.72% of the 13F portfolio, value $2,359,920.

    13F-HR 0001177416-26-000008 filed by LANE BROTHERS & CO 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 33,992 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,519,795.

    13F-HR 0001177416-26-000007 filed by LANE BROTHERS & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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