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Disclosery

Bridge Advisory, LLC: XLE position timeline

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

Bridge Advisory, LLC held 3,486 XLE shares at 2024-09-30 per its 13F-HR filed 2024-10-01.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 3,486 shares
    Change vs previous 13F +22 shares

    0.15% of the 13F portfolio, value $306,100.

    13F-HR 0001847956-24-000004 filed by Bridge Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 3,464 shares
    Change vs previous 13F -46 shares

    0.16% of the 13F portfolio, value $315,745.

    13F-HR 0001847956-24-000003 filed by Bridge Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 3,510 shares
    Change vs previous 13F -381 shares

    0.16% of the 13F portfolio, value $331,421.

    13F-HR 0001847956-24-000002 filed by Bridge Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 3,891 shares
    Change vs previous 13F -3,009 shares

    0.16% of the 13F portfolio, value $326,259.

    13F-HR 0001847956-24-000001 filed by Bridge Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 6,900 shares
    Change vs previous 13F -1,630 shares

    0.22% of the 13F portfolio, value $623,651.

    13F-HR 0001847956-23-000005 filed by Bridge Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 8,530 shares
    Change vs previous 13F -363 shares

    0.25% of the 13F portfolio, value $692,378.

    13F-HR 0001847956-23-000004 filed by Bridge Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 8,893 shares
    Change vs previous 13F -892 shares

    0.28% of the 13F portfolio, value $736,637.

    13F-HR 0001847956-23-000003 filed by Bridge Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 9,785 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $855,879.

    13F-HR 0001847956-23-000002 filed by Bridge Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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