Skip to content
Disclosery

Lebenthal Global Advisors, LLC: XLE position timeline

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

Lebenthal Global Advisors, LLC held 17,521 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,521 shares
    Change vs previous 13F -385 shares

    0.13% of the 13F portfolio, value $930,562.

    13F-HR 0001172661-26-002954 filed by Lebenthal Global Advisors, 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 17,906 shares
    Change vs previous 13F -1,770 shares

    0.16% of the 13F portfolio, value $1,096,933.

    13F-HR 0001172661-26-001968 filed by Lebenthal Global Advisors, 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 19,676 shares
    Change vs previous 13F +9,459 shares

    0.14% of the 13F portfolio, value $879,714.

    13F-HR 0001172661-26-000362 filed by Lebenthal Global Advisors, 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 10,217 shares
    Change vs previous 13F -227 shares

    0.16% of the 13F portfolio, value $912,787.

    13F-HR 0001172661-25-004569 filed by Lebenthal Global Advisors, 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 10,444 shares
    Change vs previous 13F -890 shares

    0.17% of the 13F portfolio, value $885,756.

    13F-HR 0001172661-25-003363 filed by Lebenthal Global Advisors, 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 11,334 shares
    Change vs previous 13F -162,005 shares

    0.2% of the 13F portfolio, value $1,059,118.

    13F-HR 0001172661-25-001918 filed by Lebenthal Global Advisors, 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 173,339 shares
    Change vs previous 13F +11,592 shares

    2.71% of the 13F portfolio, value $14,848,198.

    13F-HR 0001172661-25-000303 filed by Lebenthal Global Advisors, 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 161,747 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $14,201,391.

    13F-HR 0001172661-24-004375 filed by Lebenthal Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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