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Disclosery

BBR PARTNERS, LLC: XLE position timeline

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

BBR PARTNERS, LLC held 22,761 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,761 shares
    Change vs previous 13F -200 shares

    0.06% of the 13F portfolio, value $1,208,847.

    13F-HR 0001352467-26-000004 filed by BBR PARTNERS, 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 22,961 shares
    Change vs previous 13F +9,259 shares

    0.08% of the 13F portfolio, value $1,406,621.

    13F-HR 0001352467-26-000003 filed by BBR PARTNERS, 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 13,702 shares
    Change vs previous 13F +7,406 shares

    0.03% of the 13F portfolio, value $612,612.

    13F-HR 0001352467-26-000001 filed by BBR PARTNERS, 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 6,296 shares
    Change vs previous 13F -152 shares

    0.03% of the 13F portfolio, value $562,471.

    13F-HR 0001352467-25-000009 filed by BBR PARTNERS, 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 6,448 shares
    Change vs previous 13F -157 shares

    0.03% of the 13F portfolio, value $546,886.

    13F-HR 0001352467-25-000008 filed by BBR PARTNERS, 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 6,605 shares
    Change vs previous 13F +39 shares

    0.04% of the 13F portfolio, value $617,274.

    13F-HR 0001352467-25-000004 filed by BBR PARTNERS, 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 6,566 shares
    Change vs previous 13F +43 shares

    0.04% of the 13F portfolio, value $562,422.

    13F-HR 0001352467-25-000001 filed by BBR PARTNERS, 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 6,523 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $572,702.

    13F-HR 0001352467-24-000007 filed by BBR PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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