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Vickerman Investment Advisors, Inc.: XLE position timeline

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

Vickerman Investment Advisors, Inc. held 182,273 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 182,273 shares
    Change vs previous 13F -22,426 shares

    1.88% of the 13F portfolio, value $9,680,519.

    13F-HR 0001898296-26-000003 filed by Vickerman Investment Advisors, Inc.
    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 204,699 shares
    Change vs previous 13F -3,941 shares

    2.64% of the 13F portfolio, value $12,539,861.

    13F-HR 0001898296-26-000002 filed by Vickerman Investment Advisors, Inc.
    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 208,640 shares
    Change vs previous 13F +103,240 shares

    1.86% of the 13F portfolio, value $9,328,294.

    13F-HR 0001898296-26-000001 filed by Vickerman Investment Advisors, Inc.
    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 105,400 shares
    Change vs previous 13F +1,704 shares

    1.9% of the 13F portfolio, value $9,416,436.

    13F-HR 0001898296-25-000010 filed by Vickerman Investment Advisors, Inc.
    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 103,696 shares
    Change vs previous 13F -3,005 shares

    1.89% of the 13F portfolio, value $8,794,458.

    13F-HR 0001898131-25-000003 filed by Vickerman Investment Advisors, Inc.
    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 106,701 shares
    Change vs previous 13F -373 shares

    2.26% of the 13F portfolio, value $9,971,208.

    13F-HR 0001898296-25-000005 filed by Vickerman Investment Advisors, Inc.
    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 107,074 shares
    Change vs previous 13F +318 shares

    2.49% of the 13F portfolio, value $9,171,959.

    13F-HR 0001898296-25-000001 filed by Vickerman Investment Advisors, Inc.
    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 106,756 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $9,373,177.

    13F-HR 0001898296-24-000008 filed by Vickerman Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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