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SACKS & ASSOCIATES, LLC: XLE position timeline

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

SACKS & ASSOCIATES, LLC held 6,989 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,989 shares
    Change vs previous 13F +6 shares

    0.3% of the 13F portfolio, value $429,815.

    13F-HR 0002085853-26-001138 filed by SACKS & ASSOCIATES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,983 shares
    Change vs previous 13F +19 shares

    0.28% of the 13F portfolio, value $415,842.

    13F-HR 0002085853-26-000930 filed by SACKS & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,964 shares
    Change vs previous 13F +124 shares

    0.32% of the 13F portfolio, value $426,642.

    13F-HR 0002085853-26-000936 filed by SACKS & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,840 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $305,824.

    13F-HR 0002085853-26-000935 filed by SACKS & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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