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Meramec Financial Planners, LLC: XLE position timeline

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

Meramec Financial Planners, LLC held 18,664 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,664 shares
    Change vs previous 13F +134 shares

    0.4% of the 13F portfolio, value $1,089,221.

    13F-HR 0002100778-26-000004 filed by Meramec Financial Planners, 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 18,530 shares
    Change vs previous 13F +116 shares

    0.4% of the 13F portfolio, value $1,020,462.

    13F-HR 0002100778-26-000002 filed by Meramec Financial Planners, 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 18,414 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $980,527.

    13F-HR 0002100778-26-000001 filed by Meramec Financial Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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