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North Star Investment Management Corp.: XLE position timeline

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

North Star Investment Management Corp. held 9,405 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,405 shares
    Change vs previous 13F +537 shares

    0.03% of the 13F portfolio, value $499,523.

    13F-HR 0001062993-26-003882 filed by North Star Investment Management 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 8,868 shares
    Change vs previous 13F +3,073 shares

    0.03% of the 13F portfolio, value $543,267.

    13F-HR 0001062993-26-002110 filed by North Star Investment Management 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 5,795 shares
    Change vs previous 13F +2,901 shares

    0.02% of the 13F portfolio, value $259,083.

    13F-HR 0001062993-26-000502 filed by North Star Investment Management 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 2,894 shares
    Change vs previous 13F -2,897 shares

    0.02% of the 13F portfolio, value $258,582.

    13F-HR 0001062993-25-016263 filed by North Star Investment Management 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 5,791 shares
    Change vs previous 13F -2,967 shares

    0.03% of the 13F portfolio, value $491,165.

    13F-HR 0001062993-25-012875 filed by North Star Investment Management 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 8,758 shares
    Change vs previous 13F -1,292 shares

    0.06% of the 13F portfolio, value $818,425.

    13F-HR 0001062993-25-007620 filed by North Star Investment Management 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 10,050 shares
    Change vs previous 13F +2,346 shares

    0.06% of the 13F portfolio, value $860,921.

    13F-HR 0001062993-25-001923 filed by North Star Investment Management 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 7,704 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $676,443.

    13F-HR 0001062993-24-018117 filed by North Star Investment Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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