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ROMAN BUTLER FULLERTON & CO: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROMAN BUTLER FULLERTON & CO on XLE, newest first. How the timeline and the estimate are built.

ROMAN BUTLER FULLERTON & CO held 18,760 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,760 shares
    Change vs previous 13F +1,304 shares

    0.25% of the 13F portfolio, value $1,064,457.

    13F-HR 0000733444-26-000008 filed by ROMAN BUTLER FULLERTON & 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 17,456 shares
    Change vs previous 13F +13,019 shares

    0.28% of the 13F portfolio, value $1,013,306.

    13F-HR 0000733444-26-000004 filed by ROMAN BUTLER FULLERTON & 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 4,437 shares
    Change vs previous 13F +1,584 shares

    0.06% of the 13F portfolio, value $217,023.

    13F-HR 0000733444-26-000002 filed by ROMAN BUTLER FULLERTON & 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 2,853 shares
    Change vs previous 13F +11 shares

    0.07% of the 13F portfolio, value $251,119.

    13F-HR 0000733444-25-000004 filed by ROMAN BUTLER FULLERTON & 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 2,842 shares
    Change vs previous 13F -247 shares

    0.07% of the 13F portfolio, value $247,508.

    13F-HR 0001085146-25-004331 filed by ROMAN BUTLER FULLERTON & 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 3,089 shares
    Change vs previous 13F +13 shares

    0.09% of the 13F portfolio, value $244,193.

    13F-HR 0001085146-25-002204 filed by ROMAN BUTLER FULLERTON & 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 3,076 shares
    Change vs previous 13F +3 shares

    0.09% of the 13F portfolio, value $277,971.

    13F-HR 0001085146-25-000640 filed by ROMAN BUTLER FULLERTON & 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 3,073 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $275,866.

    13F-HR 0001085146-24-005206 filed by ROMAN BUTLER FULLERTON & CO
    Filed (acceptance time not in the bulk data set), ingested

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