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NOVARE CAPITAL MANAGEMENT LLC: XLE position timeline

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

NOVARE CAPITAL MANAGEMENT LLC held 139,668 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,668 shares
    Change vs previous 13F -590 shares

    0.53% of the 13F portfolio, value $7,417,768.

    13F-HR 0001951757-26-001176 filed by NOVARE CAPITAL MANAGEMENT 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 140,258 shares
    Change vs previous 13F -6,970 shares

    0.68% of the 13F portfolio, value $8,592,206.

    13F-HR 0001951757-26-000640 filed by NOVARE CAPITAL MANAGEMENT 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 147,228 shares
    Change vs previous 13F +72,393 shares

    0.49% of the 13F portfolio, value $6,582,564.

    13F-HR 0001951757-26-000360 filed by NOVARE CAPITAL MANAGEMENT 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 74,835 shares
    Change vs previous 13F -3,201 shares

    0.51% of the 13F portfolio, value $6,685,759.

    13F-HR 0001951757-25-001264 filed by NOVARE CAPITAL MANAGEMENT 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 78,036 shares
    Change vs previous 13F -27,323 shares

    0.54% of the 13F portfolio, value $6,618,234.

    13F-HR 0001951757-25-000991 filed by NOVARE CAPITAL MANAGEMENT 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 105,359 shares
    Change vs previous 13F +18,981 shares

    0.86% of the 13F portfolio, value $9,845,799.

    13F-HR 0001951757-25-000471 filed by NOVARE CAPITAL MANAGEMENT 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 86,378 shares
    Change vs previous 13F -3,150 shares

    0.62% of the 13F portfolio, value $7,399,140.

    13F-HR 0001951757-25-000086 filed by NOVARE CAPITAL MANAGEMENT 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 89,528 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $7,860,559.

    13F-HR 0001951757-24-001017 filed by NOVARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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