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Disclosery

LS Investment Advisors, LLC: XLE position timeline

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

LS Investment Advisors, LLC held 92,093 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 92,093 shares
    Change vs previous 13F -4,863 shares

    0.76% of the 13F portfolio, value $5,663,750.

    13F-HR 0002085853-26-001148 filed by LS Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 96,956 shares
    Change vs previous 13F +1 shares

    0.7% of the 13F portfolio, value $5,149,339.

    13F-HR 0002085853-26-000785 filed by LS Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 96,955 shares
    Change vs previous 13F -73,153 shares

    0.89% of the 13F portfolio, value $5,939,492.

    13F-HR 0002085853-26-000426 filed by LS Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 170,108 shares
    Change vs previous 13F +79,180 shares

    1.07% of the 13F portfolio, value $7,605,530.

    13F-HR 0002085853-26-000083 filed by LS Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 90,928 shares
    Change vs previous 13F -9,408 shares

    1.14% of the 13F portfolio, value $8,123,522.

    13F-HR 0002085853-25-000132 filed by LS Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 100,336 shares
    Change vs previous 13F -8,949 shares

    1.24% of the 13F portfolio, value $8,509,517.

    13F-HR 0001667731-25-000839 filed by LS Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 109,285 shares
    Change vs previous 13F -8,930 shares

    1.57% of the 13F portfolio, value $10,212,712.

    13F-HR 0001667731-25-000414 filed by LS Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 118,215 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $10,126,338.

    13F-HR 0001667731-25-000126 filed by LS Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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