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MONETARY MANAGEMENT GROUP INC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONETARY MANAGEMENT GROUP INC on XLE, newest first. How the timeline and the estimate are built.

MONETARY MANAGEMENT GROUP INC held 28,914 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 28,914 shares
    Change vs previous 13F -2,800 shares

    0.32% of the 13F portfolio, value $1,535,623.

    13F-HR 0001214659-26-009971 filed by MONETARY MANAGEMENT GROUP 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 31,714 shares
    Change vs previous 13F -2,500 shares

    0.46% of the 13F portfolio, value $1,942,800.

    13F-HR 0001214659-26-006077 filed by MONETARY MANAGEMENT GROUP 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 34,214 shares
    Change vs previous 13F +16,957 shares

    0.35% of the 13F portfolio, value $1,529,708.

    13F-HR 0001214659-26-001476 filed by MONETARY MANAGEMENT GROUP 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 17,257 shares
    Change vs previous 13F -1,025 shares

    0.35% of the 13F portfolio, value $1,541,740.

    13F-HR 0001214659-25-016301 filed by MONETARY MANAGEMENT GROUP 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 18,282 shares
    Change vs previous 13F -1,673 shares

    0.38% of the 13F portfolio, value $1,550,496.

    13F-HR 0001214659-25-012119 filed by MONETARY MANAGEMENT GROUP 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 19,955 shares
    Change vs previous 13F +300 shares

    0.5% of the 13F portfolio, value $1,864,795.

    13F-HR 0001214659-25-007559 filed by MONETARY MANAGEMENT GROUP 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 19,655 shares
    Change vs previous 13F -325 shares

    0.44% of the 13F portfolio, value $1,683,647.

    13F-HR 0001214659-25-002536 filed by MONETARY MANAGEMENT GROUP 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 19,980 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,754,244.

    13F-HR 0001214659-24-018830 filed by MONETARY MANAGEMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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