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Wilmington Savings Fund Society, FSB: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wilmington Savings Fund Society, FSB on XLE, newest first. How the timeline and the estimate are built.

Wilmington Savings Fund Society, FSB held 214,970 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 214,970 shares
    Change vs previous 13F -6,400 shares

    0.25% of the 13F portfolio, value $11,417,057.

    13F-HR 0000900974-26-000003 filed by Wilmington Savings Fund Society, FSB
    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 221,370 shares
    Change vs previous 13F -11,090 shares

    0.32% of the 13F portfolio, value $13,561,127.

    13F-HR 0000900974-26-000002 filed by Wilmington Savings Fund Society, FSB
    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 232,460 shares
    Change vs previous 13F +115,984 shares

    0.24% of the 13F portfolio, value $10,393,287.

    13F-HR 0000900974-26-000001 filed by Wilmington Savings Fund Society, FSB
    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/A 116,476 shares
    Change vs previous 13F -19,612 shares

    0.25% of the 13F portfolio, value $10,405,966.

    13F-HR/A 0000900974-25-000010 filed by Wilmington Savings Fund Society, FSB
    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 136,088 shares
    Change vs previous 13F -4,541 shares

    0.21% of the 13F portfolio, value $11,541,623.

    13F-HR 0000900974-25-000004 filed by Wilmington Savings Fund Society, FSB
    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 140,629 shares
    Change vs previous 13F +2,073 shares

    0.25% of the 13F portfolio, value $13,141,780.

    13F-HR 0000900974-25-000003 filed by Wilmington Savings Fund Society, FSB
    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 138,556 shares
    Change vs previous 13F +10,403 shares

    0.21% of the 13F portfolio, value $11,868,707.

    13F-HR 0000900974-25-000002 filed by Wilmington Savings Fund Society, FSB
    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 128,153 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $11,251,833.

    13F-HR 0000900974-24-000010 filed by Wilmington Savings Fund Society, FSB
    Filed (acceptance time not in the bulk data set), ingested

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