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Disclosery

Loudon Investment Management, LLC: XLE position timeline

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

Loudon Investment Management, LLC held 13,215 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,215 shares
    Change vs previous 13F -1,141 shares

    0.34% of the 13F portfolio, value $701,849.

    13F-HR 0001597089-26-000008 filed by Loudon Investment Management, LLC
    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 14,356 shares
    Change vs previous 13F -792 shares

    0.47% of the 13F portfolio, value $879,449.

    13F-HR 0001597089-26-000006 filed by Loudon Investment Management, LLC
    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 15,148 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $677,267.

    13F-HR 0001597089-26-000004 filed by Loudon Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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