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Disclosery

SYM FINANCIAL Corp: XLE position timeline

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

SYM FINANCIAL Corp held 13,017 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,017 shares
    Change vs previous 13F -441 shares

    0.06% of the 13F portfolio, value $691,333.

    13F-HR 0001398344-26-013478 filed by SYM FINANCIAL Corp
    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 13,458 shares
    Change vs previous 13F -112 shares

    0.08% of the 13F portfolio, value $824,437.

    13F-HR 0001398344-26-008744 filed by SYM FINANCIAL Corp
    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 13,570 shares
    Change vs previous 13F +6,617 shares

    0.06% of the 13F portfolio, value $606,715.

    13F-HR 0001398344-26-003003 filed by SYM FINANCIAL Corp
    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 6,953 shares
    Change vs previous 13F -787 shares

    0.07% of the 13F portfolio, value $621,181.

    13F-HR 0001398344-25-020214 filed by SYM FINANCIAL Corp
    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 7,740 shares
    Change vs previous 13F +7 shares

    0.07% of the 13F portfolio, value $656,411.

    13F-HR 0001398344-25-014302 filed by SYM FINANCIAL Corp
    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 7,733 shares
    Change vs previous 13F -33 shares

    0.09% of the 13F portfolio, value $722,665.

    13F-HR 0001398344-25-008756 filed by SYM FINANCIAL Corp
    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 7,766 shares
    Change vs previous 13F +90 shares

    0.09% of the 13F portfolio, value $665,262.

    13F-HR 0001398344-25-001010 filed by SYM FINANCIAL Corp
    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 7,676 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $673,949.

    13F-HR 0001398344-24-020778 filed by SYM FINANCIAL Corp
    Filed (acceptance time not in the bulk data set), ingested

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