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RiverFront Investment Group, LLC: XLE position timeline

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

RiverFront Investment Group, LLC held 661,611 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 661,611 shares
    Change vs previous 13F +1,032 shares

    0.46% of the 13F portfolio, value $35,138,188.

    13F-HR 0001469751-26-000006 filed by RiverFront Investment Group, 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 660,579 shares
    Change vs previous 13F +6,639 shares

    0.63% of the 13F portfolio, value $40,467,093.

    13F-HR 0001469751-26-000004 filed by RiverFront Investment Group, 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 653,940 shares
    Change vs previous 13F +327,406 shares

    0.48% of the 13F portfolio, value $29,237,664.

    13F-HR 0001469751-26-000002 filed by RiverFront Investment Group, 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 326,534 shares
    Change vs previous 13F +2,584 shares

    0.51% of the 13F portfolio, value $29,171,426.

    13F-HR 0001469751-25-000011 filed by RiverFront Investment Group, 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 323,950 shares
    Change vs previous 13F -329,039 shares

    0.54% of the 13F portfolio, value $27,474,277.

    13F-HR 0001469751-25-000008 filed by RiverFront Investment Group, 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 652,989 shares
    Change vs previous 13F -127,820 shares

    1.36% of the 13F portfolio, value $61,021,904.

    13F-HR 0001469751-25-000006 filed by RiverFront Investment Group, 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 780,809 shares
    Change vs previous 13F +24,943 shares

    1.52% of the 13F portfolio, value $66,884,157.

    13F-HR 0001469751-25-000002 filed by RiverFront Investment Group, 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 755,866 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $66,365,142.

    13F-HR 0001469751-24-000013 filed by RiverFront Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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