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Disclosery

MORTON COMMUNITY BANK: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORTON COMMUNITY BANK on XLE, newest first. How the timeline and the estimate are built.

MORTON COMMUNITY BANK held 14,781 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,781 shares
    Change vs previous 13F +14,781 shares

    0.16% of the 13F portfolio, value $785,019.

    13F-HR 0002011821-26-000003 filed by MORTON COMMUNITY BANK
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -13,976 shares

    13F-HR 0002011821-25-000005 filed by MORTON COMMUNITY BANK
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-03-31
    13F 13,976 shares
    Change vs previous 13F -791 shares

    0.34% of the 13F portfolio, value $1,306,057.

    13F-HR 0002011821-25-000004 filed by MORTON COMMUNITY BANK
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 14,767 shares
    Change vs previous 13F -181 shares

    0.33% of the 13F portfolio, value $1,264,941.

    13F-HR 0002011821-25-000001 filed by MORTON COMMUNITY BANK
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 14,948 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,312,434.

    13F-HR 0002011821-24-000005 filed by MORTON COMMUNITY BANK
    Filed (acceptance time not in the bulk data set), ingested

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