Skip to content
Disclosery

Targeted Financial Services LLC: XLE position timeline

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

Targeted Financial Services LLC held 54,477 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,477 shares
    Change vs previous 13F +12,191 shares

    2.14% of the 13F portfolio, value $2,893,277.

    13F-HR 0002085853-26-000753 filed by Targeted Financial Services LLC
    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 42,286 shares
    Change vs previous 13F +9,677 shares

    2.12% of the 13F portfolio, value $2,590,433.

    13F-HR 0002085853-26-000378 filed by Targeted Financial Services LLC
    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 32,609 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,457,944.

    13F-HR 0002085853-26-000293 filed by Targeted Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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