Skip to content
Disclosery

Agate Pass Investment Management, LLC: XLE position timeline

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

Agate Pass Investment Management, LLC held 15,285 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,285 shares
    Change vs previous 13F -1,218 shares

    0.3% of the 13F portfolio, value $811,795.

    13F-HR 0001900409-26-000003 filed by Agate Pass Investment Management, 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 16,503 shares
    Change vs previous 13F -2,217 shares

    0.4% of the 13F portfolio, value $1,010,983.

    13F-HR 0001900409-26-000002 filed by Agate Pass Investment Management, 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 18,720 shares
    Change vs previous 13F +9,133 shares

    0.31% of the 13F portfolio, value $836,992.

    13F-HR 0001900409-26-000001 filed by Agate Pass Investment Management, 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 9,587 shares
    Change vs previous 13F -431 shares

    0.33% of the 13F portfolio, value $856,497.

    13F-HR 0001900409-25-000008 filed by Agate Pass Investment Management, 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 10,018 shares
    Change vs previous 13F -27 shares

    0.35% of the 13F portfolio, value $849,645.

    13F-HR 0001900409-25-000004 filed by Agate Pass Investment Management, 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 10,045 shares
    Change vs previous 13F -49 shares

    0.4% of the 13F portfolio, value $938,749.

    13F-HR 0001900409-25-000003 filed by Agate Pass Investment Management, 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 10,094 shares
    Change vs previous 13F -20 shares

    0.39% of the 13F portfolio, value $864,644.

    13F-HR 0001900409-25-000001 filed by Agate Pass Investment Management, 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 10,114 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $888,028.

    13F-HR 0001900409-24-000006 filed by Agate Pass Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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