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Disclosery

Allie Family Office LLC: XLE position timeline

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

Allie Family Office LLC held 9,670 XLE shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 9,670 shares
    Change vs previous 13F -1,916 shares

    0.19% of the 13F portfolio, value $513,574.

    13F-HR/A 0001908612-26-000005 filed by Allie Family Office LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 11,586 shares
    Change vs previous 13F -3,900 shares

    0.31% of the 13F portfolio, value $709,758.

    13F-HR/A 0001908612-26-000004 filed by Allie Family Office LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F 15,486 shares
    Change vs previous 13F +8,220 shares

    0.32% of the 13F portfolio, value $692,379.

    13F-HR 0001908612-26-000001 filed by Allie Family Office 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 7,266 shares
    Change vs previous 13F -40 shares

    0.31% of the 13F portfolio, value $649,144.

    13F-HR 0001908612-25-000009 filed by Allie Family Office 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 7,306 shares
    Change vs previous 13F +570 shares

    0.31% of the 13F portfolio, value $619,622.

    13F-HR 0001908612-25-000006 filed by Allie Family Office 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 6,736 shares
    Change vs previous 13F +130 shares

    0.34% of the 13F portfolio, value $629,479.

    13F-HR 0001908612-25-000005 filed by Allie Family Office 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 6,606 shares
    Change vs previous 13F -425 shares

    0.31% of the 13F portfolio, value $565,870.

    13F-HR 0001908612-25-000004 filed by Allie Family Office 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/A 7,031 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $617,322.

    13F-HR/A 0001908612-25-000003 filed by Allie Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

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