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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

  1. period ended2026-06-30
    13F 29,068 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 32,782 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 32,612 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 16,124 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 16,706 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 16,751 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 17,566 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 17,819 shares
    Change 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), ingested

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