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Disclosery

Sunbelt Securities, Inc.: XLE position timeline

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

Sunbelt Securities, Inc. held 13,639 XLE shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 13,639 shares
    Change vs previous 13F +3,252 shares

    0.05% of the 13F portfolio, value $835,526.

    13F-HR 0001062993-26-002743 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 10,387 shares
    Change vs previous 13F +4,805 shares

    0.03% of the 13F portfolio, value $464,421.

    13F-HR 0001062993-26-001089 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 5,582 shares
    Change vs previous 13F -4,389 shares

    0.03% of the 13F portfolio, value $498,658.

    13F-HR 0001062993-25-016949 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 9,971 shares
    Change vs previous 13F +4,328 shares

    0.08% of the 13F portfolio, value $854,131.

    13F-HR 0001062993-25-014406 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 5,643 shares
    Change vs previous 13F -4,328 shares

    0.05% of the 13F portfolio, value $527,350.

    13F-HR 0001062993-25-007885 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 9,971 shares
    Change vs previous 13F +465 shares

    0.07% of the 13F portfolio, value $843,063.

    13F-HR 0001062993-25-002659 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 9,506 shares
    Change vs previous 13F -489 shares

    0.08% of the 13F portfolio, value $834,660.

    13F-HR 0001062993-24-019240 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 9,995 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $911,061.

    13F-HR 0001062993-24-015215 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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