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MMBG INVESTMENT ADVISORS CO.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MMBG INVESTMENT ADVISORS CO. on XLE, newest first. How the timeline and the estimate are built.

MMBG INVESTMENT ADVISORS CO. held 80,460 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,460 shares
    Change vs previous 13F -3,760 shares

    0.34% of the 13F portfolio, value $4,273,231.

    13F-HR 0001765876-26-000005 filed by MMBG INVESTMENT ADVISORS CO.
    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 84,220 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $5,159,317.

    13F-HR 0001765876-26-000003 filed by MMBG INVESTMENT ADVISORS CO.
    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 84,220 shares
    Change vs previous 13F +42,110 shares

    0.32% of the 13F portfolio, value $3,765,476.

    13F-HR 0001765876-26-000002 filed by MMBG INVESTMENT ADVISORS CO.
    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 42,110 shares
    Change vs previous 13F -11,130 shares

    0.33% of the 13F portfolio, value $3,762,107.

    13F-HR 0001765876-25-000007 filed by MMBG INVESTMENT ADVISORS CO.
    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 53,240 shares
    Change vs previous 13F +9,380 shares

    0.45% of the 13F portfolio, value $4,515,284.

    13F-HR 0001765876-25-000004 filed by MMBG INVESTMENT ADVISORS CO.
    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 43,860 shares
    Change vs previous 13F -25 shares

    0.46% of the 13F portfolio, value $4,098,717.

    13F-HR 0001765876-25-000003 filed by MMBG INVESTMENT ADVISORS CO.
    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 43,885 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $3,759,189.

    13F-HR 0001765876-25-000001 filed by MMBG INVESTMENT ADVISORS CO.
    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 43,885 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,853,103.

    13F-HR 0001765876-24-000006 filed by MMBG INVESTMENT ADVISORS CO.
    Filed (acceptance time not in the bulk data set), ingested

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