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Disclosery

Providence First Trust Co: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Providence First Trust Co on XLE, newest first. How the timeline and the estimate are built.

Providence First Trust Co held 20,514 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,514 shares
    Change vs previous 13F +105 shares

    0.3% of the 13F portfolio, value $1,089,509.

    13F-HR 0001713735-26-000005 filed by Providence First Trust Co
    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 20,409 shares
    Change vs previous 13F -3,349 shares

    0.44% of the 13F portfolio, value $1,250,274.

    13F-HR 0001713735-26-000004 filed by Providence First Trust Co
    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 23,758 shares
    Change vs previous 13F +9,304 shares

    0.37% of the 13F portfolio, value $1,062,219.

    13F-HR 0001713735-26-000001 filed by Providence First Trust Co
    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 14,454 shares
    Change vs previous 13F +1,183 shares

    0.45% of the 13F portfolio, value $1,291,353.

    13F-HR 0001713735-25-000007 filed by Providence First Trust Co
    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 13,271 shares
    Change vs previous 13F +9 shares

    0.4% of the 13F portfolio, value $1,125,496.

    13F-HR 0001713735-25-000006 filed by Providence First Trust Co
    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 13,262 shares
    Change vs previous 13F -168 shares

    0.5% of the 13F portfolio, value $1,239,338.

    13F-HR 0001713735-25-000005 filed by Providence First Trust Co
    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 13,430 shares
    Change vs previous 13F -16 shares

    0.43% of the 13F portfolio, value $1,150,437.

    13F-HR 0001713735-25-000001 filed by Providence First Trust Co
    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 13,446 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,180,546.

    13F-HR 0001713735-24-000005 filed by Providence First Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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