Skip to content
Disclosery

Per Stirling Capital Management, LLC.: XLE position timeline

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

Per Stirling Capital Management, LLC. held 10,235 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,235 shares
    Change vs previous 13F -32,192 shares

    0.05% of the 13F portfolio, value $543,588.

    13F-HR 0001689933-26-000005 filed by Per Stirling 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 42,427 shares
    Change vs previous 13F +32,514 shares

    0.29% of the 13F portfolio, value $2,599,069.

    13F-HR 0001689933-26-000003 filed by Per Stirling 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 9,913 shares
    Change vs previous 13F -11,297 shares

    0.05% of the 13F portfolio, value $443,199.

    13F-HR 0001689933-26-000001 filed by Per Stirling 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 21,210 shares
    Change vs previous 13F +16,534 shares

    0.23% of the 13F portfolio, value $1,894,918.

    13F-HR 0001689933-25-000006 filed by Per Stirling 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 4,676 shares
    Change vs previous 13F -19,560 shares

    0.05% of the 13F portfolio, value $396,609.

    13F-HR 0001689933-25-000004 filed by Per Stirling 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 24,236 shares
    Change vs previous 13F +10,146 shares

    0.33% of the 13F portfolio, value $2,264,828.

    13F-HR 0001689933-25-000003 filed by Per Stirling 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 14,090 shares
    Change vs previous 13F -557 shares

    0.17% of the 13F portfolio, value $1,206,974.

    13F-HR 0001689933-25-000002 filed by Per Stirling 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 14,647 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,285,986.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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