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Disclosery

AlphaStar Capital Management, LLC: XLE position timeline

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

AlphaStar Capital Management, LLC held 63,208 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 63,208 shares
    Change vs previous 13F +39,115 shares

    0.21% of the 13F portfolio, value $3,356,979.

    13F-HR 0001633857-26-000004 filed by AlphaStar Capital 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 24,093 shares
    Change vs previous 13F -15,900 shares

    0.11% of the 13F portfolio, value $1,475,940.

    13F-HR 0001633857-26-000003 filed by AlphaStar Capital 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 39,993 shares
    Change vs previous 13F +30,572 shares

    0.13% of the 13F portfolio, value $1,788,095.

    13F-HR 0001633857-26-000001 filed by AlphaStar Capital 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 9,421 shares
    Change vs previous 13F -1,039 shares

    0.07% of the 13F portfolio, value $841,696.

    13F-HR 0001633857-25-000010 filed by AlphaStar Capital 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 10,460 shares
    Change vs previous 13F -79,906 shares

    0.06% of the 13F portfolio, value $887,105.

    13F-HR 0001633857-25-000008 filed by AlphaStar Capital 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 90,366 shares
    Change vs previous 13F +80,721 shares

    0.85% of the 13F portfolio, value $8,444,676.

    13F-HR 0001633857-25-000006 filed by AlphaStar Capital 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 9,645 shares
    Change vs previous 13F -735 shares

    0.09% of the 13F portfolio, value $826,166.

    13F-HR 0001633857-25-000002 filed by AlphaStar Capital 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 10,380 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $911,339.

    13F-HR 0001633857-24-000003 filed by AlphaStar Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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