Skip to content
Disclosery

NorthRock Partners, LLC: XLE position timeline

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

NorthRock Partners, LLC held 112,406 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 112,406 shares
    Change vs previous 13F +36,380 shares

    0.09% of the 13F portfolio, value $5,969,858.

    13F-HR 0001172661-26-003263 filed by NorthRock Partners, 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 76,026 shares
    Change vs previous 13F +9,250 shares

    0.08% of the 13F portfolio, value $4,657,367.

    13F-HR 0001172661-26-002224 filed by NorthRock Partners, 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 66,776 shares
    Change vs previous 13F +46,687 shares

    0.05% of the 13F portfolio, value $2,985,592.

    13F-HR 0001172661-26-001063 filed by NorthRock Partners, 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 20,089 shares
    Change vs previous 13F +13,787 shares

    0.03% of the 13F portfolio, value $1,794,769.

    13F-HR 0001172661-25-004787 filed by NorthRock Partners, 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/A 6,302 shares
    Change vs previous 13F -540 shares

    0.01% of the 13F portfolio, value $534,437.

    13F-HR/A 0001172661-25-004912 filed by NorthRock Partners, 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 6,842 shares
    Change vs previous 13F +1,232 shares

    0.02% of the 13F portfolio, value $639,353.

    13F-HR 0001398344-25-008966 filed by NorthRock Partners, 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/A 5,610 shares
    Change vs previous 13F -261 shares

    0.02% of the 13F portfolio, value $480,564.

    13F-HR/A 0001398344-25-007448 filed by NorthRock Partners, 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/A 5,871 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $515,489.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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