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Disclosery

SWS Partners: XLE position timeline

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

SWS Partners held 73,240 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,240 shares
    Change vs previous 13F -2,216 shares

    0.84% of the 13F portfolio, value $3,889,784.

    13F-HR 0001731731-26-000004 filed by SWS Partners
    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 75,456 shares
    Change vs previous 13F -3,257 shares

    1.14% of the 13F portfolio, value $4,622,458.

    13F-HR 0001731731-26-000002 filed by SWS Partners
    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 78,713 shares
    Change vs previous 13F +39,733 shares

    0.85% of the 13F portfolio, value $3,519,252.

    13F-HR 0001731731-26-000001 filed by SWS Partners
    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 38,980 shares
    Change vs previous 13F +3,938 shares

    0.85% of the 13F portfolio, value $3,482,466.

    13F-HR 0001731731-25-000010 filed by SWS Partners
    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 35,042 shares
    Change vs previous 13F +393 shares

    0.8% of the 13F portfolio, value $2,971,946.

    13F-HR 0001731731-25-000007 filed by SWS Partners
    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/A 34,649 shares
    Change vs previous 13F -2,514 shares

    1.06% of the 13F portfolio, value $3,237,973.

    13F-HR/A 0001731731-25-000006 filed by SWS Partners
    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 37,163 shares
    Change vs previous 13F +9,094 shares

    0.96% of the 13F portfolio, value $3,183,348.

    13F-HR 0001731731-25-000001 filed by SWS Partners
    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 28,069 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,464,457.

    13F-HR 0001731731-24-000007 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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