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Disclosery

Algorithmic Investment Models, LLC: XLE position timeline

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

Algorithmic Investment Models, LLC held 120,252 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,252 shares
    Change vs previous 13F +6,836 shares

    7.39% of the 13F portfolio, value $6,386,587.

    13F-HR 0001172661-26-003158 filed by Algorithmic Investment Models, 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 113,416 shares
    Change vs previous 13F +4,161 shares

    8.57% of the 13F portfolio, value $6,947,886.

    13F-HR 0001172661-26-001908 filed by Algorithmic Investment Models, 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 109,255 shares
    Change vs previous 13F +53,399 shares

    6.02% of the 13F portfolio, value $4,884,783.

    13F-HR 0001172661-26-000565 filed by Algorithmic Investment Models, 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 55,856 shares
    Change vs previous 13F +55,856 shares

    3.31% of the 13F portfolio, value $4,990,180.

    13F-HR 0001172661-25-004663 filed by Algorithmic Investment Models, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001172661-24-004462 filed by Algorithmic Investment Models, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.