Skip to content
Disclosery

NORTH STAR ASSET MANAGEMENT INC: XLE position timeline

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

NORTH STAR ASSET MANAGEMENT INC held 79,852 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,852 shares
    Change vs previous 13F -789 shares

    0.17% of the 13F portfolio, value $4,240,948.

    13F-HR 0001056559-26-000003 filed by NORTH STAR ASSET MANAGEMENT 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 80,641 shares
    Change vs previous 13F -409 shares

    0.21% of the 13F portfolio, value $4,940,086.

    13F-HR 0001056559-26-000002 filed by NORTH STAR ASSET MANAGEMENT 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 81,050 shares
    Change vs previous 13F +40,102 shares

    0.15% of the 13F portfolio, value $3,623,750.

    13F-HR 0001056559-26-000001 filed by NORTH STAR ASSET MANAGEMENT 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 40,948 shares
    Change vs previous 13F -495 shares

    0.15% of the 13F portfolio, value $3,658,281.

    13F-HR 0001056559-25-000005 filed by NORTH STAR ASSET MANAGEMENT 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 41,443 shares
    Change vs previous 13F +581 shares

    0.15% of the 13F portfolio, value $3,514,768.

    13F-HR 0001056559-25-000003 filed by NORTH STAR ASSET MANAGEMENT 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 40,862 shares
    Change vs previous 13F -1,276 shares

    0.17% of the 13F portfolio, value $3,818,540.

    13F-HR 0001056559-25-000002 filed by NORTH STAR ASSET MANAGEMENT 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 42,138 shares
    Change vs previous 13F -2,525 shares

    0.16% of the 13F portfolio, value $3,609,529.

    13F-HR 0001056559-25-000001 filed by NORTH STAR ASSET MANAGEMENT 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 44,663 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,921,399.

    13F-HR 0001056559-24-000004 filed by NORTH STAR ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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