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Disclosery

Mason & Associates Inc: XLE position timeline

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

Mason & Associates Inc held 13,086 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,086 shares
    Change vs previous 13F +350 shares

    0.11% of the 13F portfolio, value $694,997.

    13F-HR 0001917686-26-000003 filed by Mason & Associates 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 12,736 shares
    Change vs previous 13F -288 shares

    0.15% of the 13F portfolio, value $789,123.

    13F-HR 0001917686-26-000002 filed by Mason & Associates 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 13,024 shares
    Change vs previous 13F +6,512 shares

    0.11% of the 13F portfolio, value $582,303.

    13F-HR 0001917686-26-000001 filed by Mason & Associates Inc
    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 6,512 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $581,782.

    13F-HR 0001917686-25-000007 filed by Mason & Associates Inc
    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 6,512 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $552,283.

    13F-HR 0001917686-25-000005 filed by Mason & Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 6,512 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $608,546.

    13F-HR 0001917686-25-000002 filed by Mason & Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 6,512 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $557,818.

    13F-HR 0001917686-25-000001 filed by Mason & Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,512 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $571,754.

    13F-HR 0001917686-24-000005 filed by Mason & Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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