Skip to content
Disclosery

Stevard, LLC: XLE position timeline

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

Stevard, LLC held 9,444 XLE shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 9,444 shares
    Change vs previous 13F +10 shares

    3.02% of the 13F portfolio, value $808,973.

    13F-HR 0001104659-25-012573 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 9,434 shares
    Change vs previous 13F -29,664 shares

    3.37% of the 13F portfolio, value $828,305.

    13F-HR 0001104659-24-118461 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 39,098 shares
    Change vs previous 13F +213 shares

    3.08% of the 13F portfolio, value $3,563,783.

    13F-HR 0001104659-24-087405 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 38,885 shares
    Change vs previous 13F 0 shares

    3.31% of the 13F portfolio, value $3,671,133.

    13F-HR 0001104659-24-060525 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 38,885 shares
    Change vs previous 13F 0 shares

    3.21% of the 13F portfolio, value $3,260,118.

    13F-HR 0001104659-24-017687 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 38,885 shares
    Change vs previous 13F +23 shares

    3.55% of the 13F portfolio, value $3,514,815.

    13F-HR 0001104659-23-117440 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 38,862 shares
    Change vs previous 13F +61 shares

    3% of the 13F portfolio, value $3,154,429.

    13F-HR 0001104659-23-090238 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 38,801 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $3,213,887.

    13F-HR 0001104659-23-059536 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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