SMITH, MOORE & CO.: XLE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMITH, MOORE & CO. on XLE, newest first. How the timeline and the estimate are built.
SMITH, MOORE & CO. held 29,068 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 29,068 sharesChange vs previous 13F -3,714 shares
0.1% of the 13F portfolio, value $1,543,818.
13F-HR 0000200724-26-000004 filed by SMITH, MOORE & CO.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 32,782 sharesChange vs previous 13F +170 shares
0.15% of the 13F portfolio, value $2,008,251.
13F-HR 0000200724-26-000003 filed by SMITH, MOORE & CO.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 32,612 sharesChange vs previous 13F +16,488 shares
0.11% of the 13F portfolio, value $1,458,084.
13F-HR 0000200724-26-000001 filed by SMITH, MOORE & CO.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,124 sharesChange vs previous 13F -582 shares
0.11% of the 13F portfolio, value $1,440,514.
13F-HR 0000200724-25-000007 filed by SMITH, MOORE & CO.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 16,706 sharesChange vs previous 13F -45 shares
0.12% of the 13F portfolio, value $1,416,854.
13F-HR 0000200724-25-000006 filed by SMITH, MOORE & CO.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,751 sharesChange vs previous 13F -815 shares
0.14% of the 13F portfolio, value $1,565,400.
13F-HR 0000200724-25-000005 filed by SMITH, MOORE & CO.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,566 sharesChange vs previous 13F -253 shares
0.14% of the 13F portfolio, value $1,504,661.
13F-HR 0000200724-25-000002 filed by SMITH, MOORE & CO.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,819 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $1,564,545.
13F-HR 0000200724-24-000007 filed by SMITH, MOORE & CO.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).