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Disclosery

WOODMONT INVESTMENT COUNSEL LLC: XLE position timeline

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

WOODMONT INVESTMENT COUNSEL LLC held 18,861 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,861 shares
    Change vs previous 13F -179 shares

    0.05% of the 13F portfolio, value $1,001,728.

    13F-HR 0001398344-26-012715 filed by WOODMONT INVESTMENT COUNSEL 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 19,040 shares
    Change vs previous 13F -1,568 shares

    0.07% of the 13F portfolio, value $1,166,414.

    13F-HR 0001398344-26-008329 filed by WOODMONT INVESTMENT COUNSEL 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 20,608 shares
    Change vs previous 13F +10,304 shares

    0.06% of the 13F portfolio, value $921,401.

    13F-HR 0001398344-26-000979 filed by WOODMONT INVESTMENT COUNSEL 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 10,304 shares
    Change vs previous 13F -286 shares

    0.06% of the 13F portfolio, value $920,594.

    13F-HR 0001398344-25-020294 filed by WOODMONT INVESTMENT COUNSEL 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 10,590 shares
    Change vs previous 13F +1,439 shares

    0.06% of the 13F portfolio, value $898,171.

    13F-HR 0001398344-25-013509 filed by WOODMONT INVESTMENT COUNSEL 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 9,151 shares
    Change vs previous 13F -21 shares

    0.06% of the 13F portfolio, value $855,197.

    13F-HR 0001398344-25-007430 filed by WOODMONT INVESTMENT COUNSEL 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 9,172 shares
    Change vs previous 13F -17 shares

    0.06% of the 13F portfolio, value $785,707.

    13F-HR 0001398344-25-002433 filed by WOODMONT INVESTMENT COUNSEL 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 9,189 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $806,760.

    13F-HR 0001398344-24-019751 filed by WOODMONT INVESTMENT COUNSEL LLC
    Filed (acceptance time not in the bulk data set), ingested

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