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Disclosery

United Bank: XLE position timeline

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

United Bank held 78,025 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,025 shares
    Change vs previous 13F +4,363 shares

    1.26% of the 13F portfolio, value $4,143,908.

    13F-HR 0001420506-26-001495 filed by United Bank
    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 73,662 shares
    Change vs previous 13F +4,665 shares

    1.5% of the 13F portfolio, value $4,512,534.

    13F-HR 0001420506-26-000776 filed by United Bank
    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 68,997 shares
    Change vs previous 13F +33,917 shares

    1.05% of the 13F portfolio, value $3,084,856.

    13F-HR 0001420506-26-000177 filed by United Bank
    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 35,080 shares
    Change vs previous 13F -758 shares

    1.09% of the 13F portfolio, value $3,134,047.

    13F-HR 0001420506-25-003082 filed by United Bank
    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 35,838 shares
    Change vs previous 13F -2,377 shares

    1.16% of the 13F portfolio, value $3,039,421.

    13F-HR 0001420506-25-001605 filed by United Bank
    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 38,215 shares
    Change vs previous 13F +1,014 shares

    1.48% of the 13F portfolio, value $3,571,192.

    13F-HR 0001420506-25-000880 filed by United Bank
    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 37,201 shares
    Change vs previous 13F +1,161 shares

    1.35% of the 13F portfolio, value $3,186,638.

    13F-HR 0001420506-25-000304 filed by United Bank
    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 36,040 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $3,164,312.

    13F-HR 0001420506-24-002192 filed by United Bank
    Filed (acceptance time not in the bulk data set), ingested

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