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Disclosery

Mathes Company, Inc.: XLE position timeline

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

Mathes Company, Inc. held 11,800 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,800 shares
    Change vs previous 13F -200 shares

    0.19% of the 13F portfolio, value $627,000.

    13F-HR 0001999371-26-017572 filed by Mathes Company, 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 12,000 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $735,000.

    13F-HR 0001999371-26-010258 filed by Mathes Company, 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 12,000 shares
    Change vs previous 13F +6,000 shares

    0.19% of the 13F portfolio, value $537,000.

    13F-HR 0001999371-26-002845 filed by Mathes Company, 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 6,000 shares
    Change vs previous 13F -600 shares

    0.19% of the 13F portfolio, value $536,000.

    13F-HR 0001999371-25-017486 filed by Mathes Company, 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 6,600 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $560,000.

    13F-HR 0001999371-25-010573 filed by Mathes Company, 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 6,600 shares
    Change vs previous 13F -2,350 shares

    0.25% of the 13F portfolio, value $617,000.

    13F-HR 0001999371-25-005220 filed by Mathes Company, 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 8,950 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $767,000.

    13F-HR 0001999371-25-001003 filed by Mathes Company, 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 8,950 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $786,000.

    13F-HR 0001999371-24-014039 filed by Mathes Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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