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Mesirow Financial Investment Management, Inc.: XLE position timeline

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

Mesirow Financial Investment Management, Inc. held 47,789 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,789 shares
    Change vs previous 13F +241 shares

    0.04% of the 13F portfolio, value $2,538,192.

    13F-HR 0001469475-26-000004 filed by Mesirow Financial Investment Management, 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 47,548 shares
    Change vs previous 13F +6,702 shares

    0.05% of the 13F portfolio, value $2,912,810.

    13F-HR 0001469475-26-000002 filed by Mesirow Financial Investment Management, 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 40,846 shares
    Change vs previous 13F +17,592 shares

    0.04% of the 13F portfolio, value $1,826,282.

    13F-HR 0001469475-26-000001 filed by Mesirow Financial Investment Management, 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 23,254 shares
    Change vs previous 13F +2,855 shares

    0.04% of the 13F portfolio, value $2,077,461.

    13F-HR 0001469475-25-000002 filed by Mesirow Financial Investment Management, 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 20,399 shares
    Change vs previous 13F -3,694 shares

    0.03% of the 13F portfolio, value $1,729,956.

    13F-HR 0001085146-25-004477 filed by Mesirow Financial Investment Management, 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 24,093 shares
    Change vs previous 13F -491 shares

    0.04% of the 13F portfolio, value $2,251,460.

    13F-HR 0001085146-25-002744 filed by Mesirow Financial Investment Management, 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 24,584 shares
    Change vs previous 13F -992 shares

    0.04% of the 13F portfolio, value $2,105,920.

    13F-HR 0001085146-25-000865 filed by Mesirow Financial Investment Management, 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 25,576 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,245,570.

    13F-HR 0001085146-24-005312 filed by Mesirow Financial Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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