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Vontobel Holding Ltd.: XLE position timeline

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

Vontobel Holding Ltd. held 196,467 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 196,467 shares
    Change vs previous 13F -55,203 shares

    0.03% of the 13F portfolio, value $10,434,363.

    13F-HR 0001588340-26-000003 filed by Vontobel Holding Ltd.
    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 251,670 shares
    Change vs previous 13F +54,918 shares

    0.05% of the 13F portfolio, value $15,417,304.

    13F-HR 0001588340-26-000002 filed by Vontobel Holding Ltd.
    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 196,752 shares
    Change vs previous 13F +94,758 shares

    0.03% of the 13F portfolio, value $8,796,782.

    13F-HR 0001588340-26-000001 filed by Vontobel Holding Ltd.
    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 101,994 shares
    Change vs previous 13F -11,012 shares

    0.03% of the 13F portfolio, value $9,112,144.

    13F-HR 0001588340-25-000002 filed by Vontobel Holding Ltd.
    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 113,006 shares
    Change vs previous 13F +35,019 shares

    0.03% of the 13F portfolio, value $9,584,038.

    13F-HR 0001085146-25-004058 filed by Vontobel Holding Ltd.
    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 77,987 shares
    Change vs previous 13F -8,201 shares

    0.03% of the 13F portfolio, value $7,287,885.

    13F-HR 0001085146-25-002357 filed by Vontobel Holding Ltd.
    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 86,188 shares
    Change vs previous 13F +10,484 shares

    0.03% of the 13F portfolio, value $7,382,864.

    13F-HR 0001085146-25-000609 filed by Vontobel Holding Ltd.
    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 75,704 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,646,811.

    13F-HR 0001085146-24-004918 filed by Vontobel Holding Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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