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Disclosery

River Street Advisors LLC: XLE position timeline

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

River Street Advisors LLC held 5,533 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 5,533 shares
    Change vs previous 13F -207 shares

    0.09% of the 13F portfolio, value $293,858.

    13F-HR 0001964897-26-000003 filed by River Street Advisors 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 5,740 shares
    Change vs previous 13F -10,786 shares

    0.12% of the 13F portfolio, value $351,633.

    13F-HR 0001964897-26-000002 filed by River Street Advisors 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 16,526 shares
    Change vs previous 13F +8,617 shares

    0.28% of the 13F portfolio, value $738,878.

    13F-HR 0001964897-26-000001 filed by River Street Advisors 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 7,909 shares
    Change vs previous 13F +410 shares

    0.27% of the 13F portfolio, value $706,591.

    13F-HR 0001964897-25-000010 filed by River Street Advisors 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 7,499 shares
    Change vs previous 13F +807 shares

    0.27% of the 13F portfolio, value $635,991.

    13F-HR 0001964897-25-000004 filed by River Street Advisors 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 6,692 shares
    Change vs previous 13F +356 shares

    0.31% of the 13F portfolio, value $625,368.

    13F-HR 0001964897-25-000002 filed by River Street Advisors 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 6,336 shares
    Change vs previous 13F +871 shares

    0.28% of the 13F portfolio, value $542,742.

    13F-HR 0001964897-25-000001 filed by River Street Advisors 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 5,465 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $479,827.

    13F-HR 0000903783-24-000007 filed by River Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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