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Measured Risk Portfolios, Inc.: XLE position timeline

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

Measured Risk Portfolios, Inc. held 7,935 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,935 shares
    Change vs previous 13F +324 shares

    0.37% of the 13F portfolio, value $421,428.

    13F-HR 0001576704-26-000012 filed by Measured Risk Portfolios, 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 7,611 shares
    Change vs previous 13F -2,009 shares

    0.51% of the 13F portfolio, value $466,250.

    13F-HR 0001576704-26-000008 filed by Measured Risk Portfolios, 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 9,620 shares
    Change vs previous 13F +4,870 shares

    0.5% of the 13F portfolio, value $430,110.

    13F-HR 0001576704-26-000006 filed by Measured Risk Portfolios, 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 4,750 shares
    Change vs previous 13F +351 shares

    0.46% of the 13F portfolio, value $424,365.

    13F-HR 0001576704-25-000016 filed by Measured Risk Portfolios, 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 4,399 shares
    Change vs previous 13F -379 shares

    0.42% of the 13F portfolio, value $373,079.

    13F-HR 0001576704-25-000011 filed by Measured Risk Portfolios, 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 4,778 shares
    Change vs previous 13F -97 shares

    0.48% of the 13F portfolio, value $446,504.

    13F-HR 0001576704-25-000009 filed by Measured Risk Portfolios, 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 4,875 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $417,593.

    13F-HR 0001576704-25-000005 filed by Measured Risk Portfolios, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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