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AtlasMark Financial, Inc: XLE position timeline

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

AtlasMark Financial, Inc held 0 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 0 shares
    Change vs previous 13F -3,855 shares

    13F-HR 0001214659-26-012802 filed by AtlasMark Financial, Inc
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 3,855 shares
    Change vs previous 13F -2,250 shares

    0.1% of the 13F portfolio, value $204,765.

    13F-HR 0001214659-26-010450 filed by AtlasMark 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 ended2026-03-31
    13F 6,105 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $272,977.

    13F-HR 0001214659-26-004946 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,105 shares
    Change vs previous 13F +3,080 shares

    0.18% of the 13F portfolio, value $272,977.

    13F-HR 0001214659-26-004945 filed by AtlasMark 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 ended2025-09-30
    13F 3,025 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $270,254.

    13F-HR 0001214659-26-004944 filed by AtlasMark 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 ended2025-06-30
    13F 3,025 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $256,550.

    13F-HR 0001214659-26-004943 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,025 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $282,686.

    13F-HR 0001214659-26-004942 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,025 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $259,122.

    13F-HR 0001214659-26-004941 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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