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Disclosery

Almanack Investment Partners, LLC.: XLE position timeline

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

Almanack Investment Partners, LLC. held 21,151 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,151 shares
    Change vs previous 13F -171,814 shares

    0.14% of the 13F portfolio, value $1,123,319.

    13F-HR 0001680613-26-000004 filed by Almanack Investment Partners, 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 192,965 shares
    Change vs previous 13F +33,719 shares

    2% of the 13F portfolio, value $11,821,024.

    13F-HR 0001680613-26-000003 filed by Almanack Investment Partners, 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 159,246 shares
    Change vs previous 13F +93,254 shares

    1.21% of the 13F portfolio, value $7,119,880.

    13F-HR 0001680613-26-000002 filed by Almanack Investment Partners, 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 65,992 shares
    Change vs previous 13F +139 shares

    0.91% of the 13F portfolio, value $5,895,761.

    13F-HR 0001680613-25-000005 filed by Almanack Investment Partners, 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 65,853 shares
    Change vs previous 13F +630 shares

    0.89% of the 13F portfolio, value $5,585,027.

    13F-HR 0001085146-25-004164 filed by Almanack Investment Partners, 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 65,223 shares
    Change vs previous 13F -1,622 shares

    1.21% of the 13F portfolio, value $6,095,127.

    13F-HR 0001085146-25-002344 filed by Almanack Investment Partners, 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 66,845 shares
    Change vs previous 13F +2,559 shares

    0.88% of the 13F portfolio, value $5,725,977.

    13F-HR 0001085146-25-000548 filed by Almanack Investment Partners, 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 64,286 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $5,644,346.

    13F-HR 0001085146-24-005254 filed by Almanack Investment Partners, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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