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Pekin Hardy Strauss, Inc.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pekin Hardy Strauss, Inc. on XLE, newest first. How the timeline and the estimate are built.

Pekin Hardy Strauss, Inc. held 95,113 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,113 shares
    Change vs previous 13F -100 shares

    0.45% of the 13F portfolio, value $5,051,451.

    13F-HR 0001020317-26-000003 filed by Pekin Hardy Strauss, 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 95,213 shares
    Change vs previous 13F -1,785 shares

    0.61% of the 13F portfolio, value $5,832,748.

    13F-HR 0001020317-26-000002 filed by Pekin Hardy Strauss, 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 96,998 shares
    Change vs previous 13F +53,974 shares

    0.4% of the 13F portfolio, value $4,336,781.

    13F-HR 0001020317-26-000001 filed by Pekin Hardy Strauss, 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 43,024 shares
    Change vs previous 13F -2,375 shares

    0.39% of the 13F portfolio, value $3,843,764.

    13F-HR 0001020317-25-000002 filed by Pekin Hardy Strauss, 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 45,399 shares
    Change vs previous 13F -3,181 shares

    0.44% of the 13F portfolio, value $3,850,289.

    13F-HR 0001085146-25-004583 filed by Pekin Hardy Strauss, 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 48,580 shares
    Change vs previous 13F -6,820 shares

    0.55% of the 13F portfolio, value $4,539,801.

    13F-HR 0001085146-25-002476 filed by Pekin Hardy Strauss, 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 55,400 shares
    Change vs previous 13F -1,865 shares

    0.6% of the 13F portfolio, value $4,745,564.

    13F-HR 0001085146-25-000731 filed by Pekin Hardy Strauss, 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 57,265 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $5,027,867.

    13F-HR 0001085146-24-005560 filed by Pekin Hardy Strauss, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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