Skip to content
Disclosery

Atala Financial Inc: XLE position timeline

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

Atala Financial Inc held 5,850 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,850 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $310,694.

    13F-HR 0002053756-26-000003 filed by Atala Financial Inc
    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 5,850 shares
    Change vs previous 13F +5,850 shares

    0.23% of the 13F portfolio, value $346,671.

    13F-HR 0002053756-26-000002 filed by Atala Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,925 shares

    13F-HR 0002053756-25-000008 filed by Atala Financial Inc
    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.

  4. period ended2025-06-30
    13F 2,925 shares
    Change vs previous 13F -1,990 shares

    0.17% of the 13F portfolio, value $248,069.

    13F-HR 0001958743-25-000005 filed by Atala Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 4,915 shares
    Change vs previous 13F -570 shares

    0.33% of the 13F portfolio, value $459,307.

    13F-HR 0002053756-25-000002 filed by Atala Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 5,485 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $469,845.

    13F-HR 0002053756-25-000001 filed by Atala Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

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