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Disclosery

MSH Capital Advisors LLC: XLE position timeline

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

MSH Capital Advisors LLC held 37,704 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,704 shares
    Change vs previous 13F +78 shares

    0.35% of the 13F portfolio, value $2,002,442.

    13F-HR 0001420506-26-001502 filed by MSH Capital Advisors 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 37,626 shares
    Change vs previous 13F +9 shares

    0.49% of the 13F portfolio, value $2,304,952.

    13F-HR 0001420506-26-000884 filed by MSH Capital Advisors 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 37,617 shares
    Change vs previous 13F +18,394 shares

    0.36% of the 13F portfolio, value $1,681,864.

    13F-HR 0001420506-26-000212 filed by MSH Capital Advisors LLC
    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 19,223 shares
    Change vs previous 13F +394 shares

    0.46% of the 13F portfolio, value $1,717,391.

    13F-HR 0001420506-25-003041 filed by MSH Capital Advisors LLC
    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 18,829 shares
    Change vs previous 13F +1,012 shares

    0.46% of the 13F portfolio, value $1,596,852.

    13F-HR 0001420506-25-001568 filed by MSH Capital Advisors LLC
    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 17,817 shares
    Change vs previous 13F +11,712 shares

    0.51% of the 13F portfolio, value $1,664,966.

    13F-HR 0001420506-25-000992 filed by MSH Capital Advisors LLC
    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 6,105 shares
    Change vs previous 13F +2,794 shares

    0.16% of the 13F portfolio, value $522,942.

    13F-HR 0001420506-25-000392 filed by MSH Capital Advisors LLC
    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 3,311 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $290,677.

    13F-HR 0001420506-25-000421 filed by MSH Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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