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NFSG Corp: XLE position timeline

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

NFSG Corp held 4,993 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 4,993 shares
    Change vs previous 13F +3,501 shares

    0.03% of the 13F portfolio, value $265,166.

    13F-HR 0001879757-26-000007 filed by NFSG Corp
    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 1,492 shares
    Change vs previous 13F -2,055 shares

    0.02% of the 13F portfolio, value $91,416.

    13F-HR 0001879757-26-000005 filed by NFSG Corp
    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 3,547 shares
    Change vs previous 13F +3,250 shares

    0.02% of the 13F portfolio, value $158,604.

    13F-HR 0001879757-26-000001 filed by NFSG Corp
    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 297 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $26,561.

    13F-HR 0001879757-25-000004 filed by NFSG Corp
    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 296 shares
    Change vs previous 13F -173 shares

    <0.01% of the 13F portfolio, value $25,099.

    13F-HR 0001879757-25-000002 filed by NFSG Corp
    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 469 shares
    Change vs previous 13F -1,817 shares

    0.01% of the 13F portfolio, value $43,787.

    13F-HR 0001879757-25-000001 filed by NFSG Corp
    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 2,286 shares
    Change vs previous 13F +549 shares

    0.05% of the 13F portfolio, value $195,801.

    13F-HR 0001883134-25-000002 filed by NFSG Corp
    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 1,737 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $152,477.

    13F-HR 0001879757-24-000009 filed by NFSG Corp
    Filed (acceptance time not in the bulk data set), ingested

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