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Disclosery

Lumbard & Kellner, LLC: XLE position timeline

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

Lumbard & Kellner, LLC held 22,364 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,364 shares
    Change vs previous 13F +11,254 shares

    0.36% of the 13F portfolio, value $1,187,752.

    13F-HR 0001602476-26-000003 filed by Lumbard & Kellner, 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 11,110 shares
    Change vs previous 13F +252 shares

    0.24% of the 13F portfolio, value $680,599.

    13F-HR 0001602476-26-000002 filed by Lumbard & Kellner, 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 10,858 shares
    Change vs previous 13F +5,583 shares

    0.17% of the 13F portfolio, value $485,461.

    13F-HR 0001602476-26-000001 filed by Lumbard & Kellner, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 5,275 shares
    Change vs previous 13F +375 shares

    0.17% of the 13F portfolio, value $471,269.

    13F-HR 0001602476-25-000005 filed by Lumbard & Kellner, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,900 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $415,569.

    13F-HR 0001602476-25-000004 filed by Lumbard & Kellner, LLC
    Filed (acceptance time not in the bulk data set), ingested

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