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Disclosery

ArchPoint Investors: XLE position timeline

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

ArchPoint Investors held 4,600 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,600 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $244,306.

    13F-HR 0001420506-26-001569 filed by ArchPoint Investors
    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 4,600 shares
    Change vs previous 13F -5,221 shares

    0.07% of the 13F portfolio, value $281,796.

    13F-HR 0001420506-26-000985 filed by ArchPoint Investors
    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 9,821 shares
    Change vs previous 13F +6,311 shares

    0.1% of the 13F portfolio, value $439,100.

    13F-HR 0001420506-26-000350 filed by ArchPoint Investors
    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 3,510 shares
    Change vs previous 13F +3,510 shares

    0.09% of the 13F portfolio, value $313,626.

    13F-HR 0001420506-25-003078 filed by ArchPoint Investors
    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 0 shares
    Change vs previous 13F -2,930 shares

    13F-HR 0001420506-25-001892 filed by ArchPoint Investors
    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.

  6. period ended2025-03-31
    13F/A 2,930 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $273,799.

    13F-HR/A 0001420506-25-001285 filed by ArchPoint Investors
    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 2,930 shares
    Change vs previous 13F +1 shares

    0.08% of the 13F portfolio, value $250,952.

    13F-HR 0001420506-25-000333 filed by ArchPoint Investors
    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 2,929 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $257,197.

    13F-HR 0001420506-24-002324 filed by ArchPoint Investors
    Filed (acceptance time not in the bulk data set), ingested

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