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Disclosery

W.H. Cornerstone Investments Inc.: XLE position timeline

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

W.H. Cornerstone Investments Inc. held 19,280 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,280 shares
    Change vs previous 13F +135 shares

    0.58% of the 13F portfolio, value $1,023,964.

    13F-HR 0002063364-26-000289 filed by W.H. Cornerstone Investments 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 19,145 shares
    Change vs previous 13F -224 shares

    0.73% of the 13F portfolio, value $1,172,837.

    13F-HR 0002063364-26-000122 filed by W.H. Cornerstone Investments 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 19,369 shares
    Change vs previous 13F +10,390 shares

    0.52% of the 13F portfolio, value $865,976.

    13F-HR 0002063364-26-000064 filed by W.H. Cornerstone Investments 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 8,979 shares
    Change vs previous 13F +99 shares

    0.49% of the 13F portfolio, value $802,185.

    13F-HR 0002063364-25-000270 filed by W.H. Cornerstone Investments 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 8,880 shares
    Change vs previous 13F +567 shares

    0.48% of the 13F portfolio, value $753,102.

    13F-HR 0002063364-25-000189 filed by W.H. Cornerstone Investments 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 8,313 shares
    Change vs previous 13F +42 shares

    0.54% of the 13F portfolio, value $776,858.

    13F-HR 0002063364-25-000081 filed by W.H. Cornerstone Investments 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 8,271 shares
    Change vs previous 13F -46 shares

    0.47% of the 13F portfolio, value $708,488.

    13F-HR 0001940823-25-000002 filed by W.H. Cornerstone Investments 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 8,317 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $730,000.

    13F-HR 0001940823-24-000010 filed by W.H. Cornerstone Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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