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Bay Capital Advisors, LLC: XLE position timeline

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

Bay Capital Advisors, LLC held 12,566 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,566 shares
    Change vs previous 13F -555 shares

    0.36% of the 13F portfolio, value $667,386.

    13F-HR 0002055414-26-000003 filed by Bay Capital Advisors, 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 13,121 shares
    Change vs previous 13F -678 shares

    0.5% of the 13F portfolio, value $803,811.

    13F-HR 0002055414-26-000002 filed by Bay Capital Advisors, 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 13,799 shares
    Change vs previous 13F +6,787 shares

    0.38% of the 13F portfolio, value $616,964.

    13F-HR 0002055414-26-000001 filed by Bay Capital Advisors, 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 7,012 shares
    Change vs previous 13F -391 shares

    0.41% of the 13F portfolio, value $626,492.

    13F-HR 0002055414-25-000008 filed by Bay Capital Advisors, 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 7,403 shares
    Change vs previous 13F -496 shares

    0.48% of the 13F portfolio, value $627,812.

    13F-HR 0002055414-25-000005 filed by Bay Capital Advisors, 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 7,899 shares
    Change vs previous 13F -314 shares

    0.61% of the 13F portfolio, value $738,138.

    13F-HR 0002055414-25-000003 filed by Bay Capital Advisors, 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 8,213 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $703,516.

    13F-HR 0002055414-25-000001 filed by Bay Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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