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Disclosery

Savant Capital, LLC: XLE position timeline

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

Savant Capital, LLC held 117,435 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,435 shares
    Change vs previous 13F +57,573 shares

    0.02% of the 13F portfolio, value $6,719,488.

    13F-HR 0001482880-26-000014 filed by Savant Capital, 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 59,862 shares
    Change vs previous 13F -12,648 shares

    0.02% of the 13F portfolio, value $3,667,176.

    13F-HR 0001482880-26-000009 filed by Savant Capital, 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 72,510 shares
    Change vs previous 13F +35,037 shares

    0.02% of the 13F portfolio, value $3,241,916.

    13F-HR 0001482880-26-000005 filed by Savant Capital, 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/A 37,473 shares
    Change vs previous 13F -348 shares

    0.02% of the 13F portfolio, value $3,347,798.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, 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/A 37,821 shares
    Change vs previous 13F -2,050 shares

    0.02% of the 13F portfolio, value $3,207,642.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, 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/A 39,871 shares
    Change vs previous 13F +13,940 shares

    0.03% of the 13F portfolio, value $3,725,955.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, 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 25,931 shares
    Change vs previous 13F +16,965 shares

    0.02% of the 13F portfolio, value $2,221,245.

    13F-HR 0001085146-25-000573 filed by Savant Capital, 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 8,966 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $787,253.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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