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Aft, Forsyth & Sober, LLC: XLE position timeline

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

Aft, Forsyth & Sober, LLC held 55,150 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,150 shares
    Change vs previous 13F 0 shares

    1.06% of the 13F portfolio, value $3,378,489.

    13F-HR 0001566801-26-000006 filed by Aft, Forsyth & Sober, 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 55,150 shares
    Change vs previous 13F -400 shares

    1.03% of the 13F portfolio, value $3,378,489.

    13F-HR 0001566801-26-000003 filed by Aft, Forsyth & Sober, 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 55,550 shares
    Change vs previous 13F +27,775 shares

    0.75% of the 13F portfolio, value $2,483,641.

    13F-HR 0001566801-26-000001 filed by Aft, Forsyth & Sober, 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 27,775 shares
    Change vs previous 13F -20,000 shares

    0.77% of the 13F portfolio, value $2,481,419.

    13F-HR 0001566801-25-000006 filed by Aft, Forsyth & Sober, 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 47,775 shares
    Change vs previous 13F +400 shares

    1.37% of the 13F portfolio, value $4,051,797.

    13F-HR 0001566801-25-000004 filed by Aft, Forsyth & Sober, 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 47,375 shares
    Change vs previous 13F -33,200 shares

    1.54% of the 13F portfolio, value $4,427,194.

    13F-HR 0001566801-25-000002 filed by Aft, Forsyth & Sober, 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 80,575 shares
    Change vs previous 13F -100 shares

    2.24% of the 13F portfolio, value $6,902,055.

    13F-HR 0001566801-25-000001 filed by Aft, Forsyth & Sober, 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 80,675 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $7,083,265.

    13F-HR 0001566801-24-000006 filed by Aft, Forsyth & Sober, LLC
    Filed (acceptance time not in the bulk data set), ingested

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