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Disclosery

Stearns Financial Services Group: XLE position timeline

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

Stearns Financial Services Group held 88,850 XLE shares at 2020-09-30 per its 13F-HR filed 2020-10-30.

the latest 13F is the newest step

  1. period ended2020-09-30
    13F 88,850 shares
    Change vs previous 13F +617 shares

    0.42% of the 13F portfolio, value $2,661,000.

    13F-HR 0001398344-20-021101 filed by Stearns Financial Services Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-06-30
    13F 88,233 shares
    Change vs previous 13F +70,967 shares

    0.53% of the 13F portfolio, value $3,340,000.

    13F-HR 0001398344-20-015792 filed by Stearns Financial Services Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-03-31
    13F 17,266 shares
    Change vs previous 13F +13,927 shares

    0.09% of the 13F portfolio, value $502,000.

    13F-HR 0001398344-20-010121 filed by Stearns Financial Services Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-12-31
    13F 3,339 shares
    Change vs previous 13F -289 shares

    0.03% of the 13F portfolio, value $200,000.

    13F-HR 0001398344-20-003338 filed by Stearns Financial Services Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-09-30
    13F 3,628 shares
    Change vs previous 13F -5,227 shares

    0.04% of the 13F portfolio, value $215,000.

    13F-HR 0001398344-19-020260 filed by Stearns Financial Services Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-06-30
    13F 8,855 shares
    Change vs previous 13F -17,807 shares

    0.1% of the 13F portfolio, value $564,000.

    13F-HR 0001398344-19-014223 filed by Stearns Financial Services Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-03-31
    13F 26,662 shares
    Change vs previous 13F -155,693 shares

    0.33% of the 13F portfolio, value $1,763,000.

    13F-HR 0001398344-19-008852 filed by Stearns Financial Services Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-12-31
    13F 182,355 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $10,458,000.

    13F-HR 0001398344-19-002697 filed by Stearns Financial Services Group
    Filed (acceptance time not in the bulk data set), ingested

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