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Disclosery

Somerset Group LLC: XLE position timeline

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

Somerset Group LLC held 25,164 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 25,164 shares
    Change vs previous 13F +50 shares

    0.97% of the 13F portfolio, value $1,386,034.

    13F-HR 0001062993-26-004218 filed by Somerset Group LLC
    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 25,114 shares
    Change vs previous 13F +70 shares

    1.03% of the 13F portfolio, value $1,381,773.

    13F-HR 0001062993-26-002574 filed by Somerset Group LLC
    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 25,044 shares
    Change vs previous 13F +12,522 shares

    0.85% of the 13F portfolio, value $1,130,236.

    13F-HR 0001062993-26-000866 filed by Somerset Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 12,522 shares
    Change vs previous 13F -7 shares

    0.89% of the 13F portfolio, value $1,118,715.

    13F-HR 0001062993-25-016598 filed by Somerset Group LLC
    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 12,529 shares
    Change vs previous 13F -91 shares

    0.9% of the 13F portfolio, value $1,062,584.

    13F-HR 0001062993-25-014021 filed by Somerset Group LLC
    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 12,620 shares
    Change vs previous 13F +387 shares

    1.07% of the 13F portfolio, value $1,179,339.

    13F-HR 0001062993-25-009219 filed by Somerset Group LLC
    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 12,233 shares
    Change vs previous 13F +131 shares

    0.96% of the 13F portfolio, value $1,047,879.

    13F-HR 0001062993-25-002057 filed by Somerset Group LLC
    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 12,102 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,062,556.

    13F-HR 0001062993-24-018885 filed by Somerset Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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