Skip to content
Disclosery

WORMSER FRERES GESTION: XLE position timeline

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

WORMSER FRERES GESTION held 3,853 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,853 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $204,679.

    13F-HR 0002051288-26-000006 filed by WORMSER FRERES GESTION
    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 3,853 shares
    Change vs previous 13F -537 shares

    0.26% of the 13F portfolio, value $361,575.

    13F-HR 0002051288-26-000005 filed by WORMSER FRERES GESTION
    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 4,390 shares
    Change vs previous 13F +2,195 shares

    0.23% of the 13F portfolio, value $403,270.

    13F-HR 0002051288-26-000004 filed by WORMSER FRERES GESTION
    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 2,195 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $196,034.

    13F-HR 0002051288-26-000003 filed by WORMSER FRERES GESTION
    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 2,195 shares
    Change vs previous 13F +195 shares

    0.11% of the 13F portfolio, value $186,078.

    13F-HR 0002051288-25-000008 filed by WORMSER FRERES GESTION
    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 2,000 shares
    Change vs previous 13F +1,000 shares

    0.11% of the 13F portfolio, value $185,597.

    13F-HR 0002051288-25-000007 filed by WORMSER FRERES GESTION
    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 1,000 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $85,462.

    13F-HR 0002051288-25-000006 filed by WORMSER FRERES GESTION
    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 1,000 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $87,855.

    13F-HR 0002051288-25-000005 filed by WORMSER FRERES GESTION
    Filed (acceptance time not in the bulk data set), ingested

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