Patton Albertson Miller Group, LLC: XLE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Patton Albertson Miller Group, LLC on XLE, newest first. How the timeline and the estimate are built.
Patton Albertson Miller Group, LLC held 4,358 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 4,358 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $231,453.
13F-HR 0001511037-26-000007 filed by Patton Albertson Miller Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,358 sharesChange vs previous 13F +4,358 shares
0.03% of the 13F portfolio, value $266,971.
13F-HR 0001511037-26-000004 filed by Patton Albertson Miller Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -2,179 shares
13F-HR 0001667731-25-000856 filed by Patton Albertson Miller Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F/A 2,179 sharesChange vs previous 13F +2,179 shares
0.03% of the 13F portfolio, value $203,628.
13F-HR/A 0001667731-25-000670 filed by Patton Albertson Miller Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001667731-24-000695 filed by Patton Albertson Miller Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.