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Disclosery

Welch Group, LLC: XLE position timeline

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

Welch Group, LLC held 12,951 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 12,951 shares
    Change vs previous 13F +14 shares

    0.02% of the 13F portfolio, value $687,832.

    13F-HR 0001443095-26-000006 filed by Welch Group, 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 12,937 shares
    Change vs previous 13F -1,676 shares

    0.03% of the 13F portfolio, value $792,547.

    13F-HR 0001443095-26-000004 filed by Welch Group, 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 14,613 shares
    Change vs previous 13F +8,197 shares

    0.03% of the 13F portfolio, value $653,361.

    13F-HR 0001443095-26-000001 filed by Welch Group, LLC
    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 6,416 shares
    Change vs previous 13F +243 shares

    0.02% of the 13F portfolio, value $573,162.

    13F-HR 0001443095-25-000008 filed by Welch Group, LLC
    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 6,173 shares
    Change vs previous 13F +410 shares

    0.02% of the 13F portfolio, value $523,545.

    13F-HR 0001443095-25-000007 filed by Welch Group, LLC
    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 5,763 shares
    Change vs previous 13F -7,106 shares

    0.02% of the 13F portfolio, value $532,653.

    13F-HR 0001443095-25-000003 filed by Welch Group, LLC
    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 12,869 shares
    Change vs previous 13F +613 shares

    0.05% of the 13F portfolio, value $1,088,074.

    13F-HR 0001443095-25-000001 filed by Welch Group, LLC
    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 12,256 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,076,077.

    13F-HR 0001443095-24-000004 filed by Welch Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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