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Disclosery

Sherry Group, Inc.: XLE position timeline

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

Sherry Group, Inc. held 18,891 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 18,891 shares
    Change vs previous 13F +165 shares

    1.09% of the 13F portfolio, value $1,161,798.

    13F-HR 0002107738-26-000006 filed by Sherry Group, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,726 shares
    Change vs previous 13F +185 shares

    0.98% of the 13F portfolio, value $1,003,351.

    13F-HR 0002107738-26-000003 filed by Sherry Group, Inc.
    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 18,541 shares
    Change vs previous 13F -5,578 shares

    1.24% of the 13F portfolio, value $1,135,821.

    13F-HR 0002107738-26-000002 filed by Sherry Group, Inc.
    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 24,119 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $1,084,390.

    13F-HR 0002107738-26-000001 filed by Sherry Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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