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Disclosery

PHYSICIANS FINANCIAL SERVICES, INC.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PHYSICIANS FINANCIAL SERVICES, INC. on XLE, newest first. How the timeline and the estimate are built.

PHYSICIANS FINANCIAL SERVICES, INC. held 5,882 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,882 shares
    Change vs previous 13F -296 shares

    0.08% of the 13F portfolio, value $312,000.

    13F-HR 0001665518-26-000003 filed by PHYSICIANS FINANCIAL SERVICES, 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 6,178 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $378,000.

    13F-HR 0001665518-26-000002 filed by PHYSICIANS FINANCIAL SERVICES, 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 6,178 shares
    Change vs previous 13F +6,178 shares

    0.07% of the 13F portfolio, value $276,000.

    13F-HR 0001665518-26-000001 filed by PHYSICIANS FINANCIAL SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -3,393 shares

    13F-HR 0001665518-25-000001 filed by PHYSICIANS FINANCIAL SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-09-30
    13F 3,393 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $298,000.

    13F-HR 0001665518-24-000005 filed by PHYSICIANS FINANCIAL SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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