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Disclosery

Ted Buchan & Co: XLE position timeline

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

Ted Buchan & Co held 187,481 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 187,481 shares
    Change vs previous 13F +3,523 shares

    3.26% of the 13F portfolio, value $9,957,133.

    13F-HR 0001172661-26-002769 filed by Ted Buchan & Co
    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 183,958 shares
    Change vs previous 13F +7,196 shares

    4.09% of the 13F portfolio, value $11,269,284.

    13F-HR 0001172661-26-001862 filed by Ted Buchan & Co
    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 176,762 shares
    Change vs previous 13F +94,740 shares

    2.9% of the 13F portfolio, value $7,903,031.

    13F-HR 0001172661-26-000603 filed by Ted Buchan & Co
    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 82,022 shares
    Change vs previous 13F -2,953 shares

    2.87% of the 13F portfolio, value $7,327,890.

    13F-HR 0001172661-25-004703 filed by Ted Buchan & Co
    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 84,975 shares
    Change vs previous 13F +4,963 shares

    2.87% of the 13F portfolio, value $7,206,743.

    13F-HR 0001172661-25-003122 filed by Ted Buchan & Co
    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 80,012 shares
    Change vs previous 13F +2,986 shares

    3.54% of the 13F portfolio, value $7,477,207.

    13F-HR 0001172661-25-001727 filed by Ted Buchan & Co
    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 77,026 shares
    Change vs previous 13F -3 shares

    3.11% of the 13F portfolio, value $6,590,390.

    13F-HR 0001172661-25-000720 filed by Ted Buchan & Co
    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 77,029 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $6,763,229.

    13F-HR 0001172661-24-004440 filed by Ted Buchan & Co
    Filed (acceptance time not in the bulk data set), ingested

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