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LOM Asset Management Ltd: XLE position timeline

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

LOM Asset Management Ltd held 67,552 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,552 shares
    Change vs previous 13F +1,024 shares

    0.93% of the 13F portfolio, value $3,587,687.

    13F-HR 0002071844-26-000907 filed by LOM Asset Management Ltd
    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 66,528 shares
    Change vs previous 13F -1,020 shares

    1.17% of the 13F portfolio, value $4,075,505.

    13F-HR 0002071844-26-000466 filed by LOM Asset Management Ltd
    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 67,548 shares
    Change vs previous 13F +33,447 shares

    0.87% of the 13F portfolio, value $3,020,071.

    13F-HR 0002071844-26-000116 filed by LOM Asset Management Ltd
    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 34,101 shares
    Change vs previous 13F -222 shares

    0.93% of the 13F portfolio, value $3,047,000.

    13F-HR 0002071844-25-000446 filed by LOM Asset Management Ltd
    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/A 34,323 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,911,000.

    13F-HR/A 0002071844-25-000489 filed by LOM Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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