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Disclosery

Fiduciary Trust Co: XLE position timeline

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

Fiduciary Trust Co held 36,006 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,006 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,912,279.

    13F-HR 0001140361-26-032703 filed by Fiduciary Trust Co
    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 36,006 shares
    Change vs previous 13F +1,634 shares

    0.03% of the 13F portfolio, value $2,205,727.

    13F-HR 0001140361-26-021427 filed by Fiduciary Trust Co
    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 34,372 shares
    Change vs previous 13F +14,429 shares

    0.02% of the 13F portfolio, value $1,536,773.

    13F-HR 0001140361-26-005347 filed by Fiduciary Trust Co
    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 19,943 shares
    Change vs previous 13F -17,114 shares

    0.02% of the 13F portfolio, value $1,781,708.

    13F-HR 0001140361-25-042195 filed by Fiduciary Trust Co
    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 37,057 shares
    Change vs previous 13F +582 shares

    0.04% of the 13F portfolio, value $3,142,804.

    13F-HR 0001140361-25-030927 filed by Fiduciary Trust Co
    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 36,475 shares
    Change vs previous 13F -8,482 shares

    0.04% of the 13F portfolio, value $3,408,589.

    13F-HR 0001140361-25-019049 filed by Fiduciary Trust Co
    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 44,957 shares
    Change vs previous 13F +1,028 shares

    0.05% of the 13F portfolio, value $3,851,016.

    13F-HR 0001140361-25-004621 filed by Fiduciary Trust Co
    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 43,929 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,856,966.

    13F-HR 0001140361-24-046718 filed by Fiduciary Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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