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RESOURCES MANAGEMENT CORP /CT/ /ADV: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RESOURCES MANAGEMENT CORP /CT/ /ADV on XLE, newest first. How the timeline and the estimate are built.

RESOURCES MANAGEMENT CORP /CT/ /ADV held 12,007 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 12,007 shares
    Change vs previous 13F -69 shares

    0.08% of the 13F portfolio, value $637,692.

    13F-HR 0000749044-26-000003 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
    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 12,076 shares
    Change vs previous 13F -250 shares

    0.1% of the 13F portfolio, value $740,000.

    13F-HR 0000749044-26-000002 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
    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 12,326 shares
    Change vs previous 13F +5,995 shares

    0.07% of the 13F portfolio, value $551,000.

    13F-HR 0000749044-26-000001 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
    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/A 6,331 shares
    Change vs previous 13F -365 shares

    0.07% of the 13F portfolio, value $566,000.

    13F-HR/A 0000749044-25-000008 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
    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 6,696 shares
    Change vs previous 13F -694 shares

    0.08% of the 13F portfolio, value $568,000.

    13F-HR 0000749044-25-000003 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
    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 7,390 shares
    Change vs previous 13F -50 shares

    0.1% of the 13F portfolio, value $691,000.

    13F-HR 0000749044-25-000002 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
    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 7,440 shares
    Change vs previous 13F -575 shares

    0.09% of the 13F portfolio, value $637,000.

    13F-HR 0000749044-25-000001 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
    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 8,015 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $704,000.

    13F-HR 0000749044-24-000006 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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