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CAMELOT TECHNOLOGY ADVISORS, INC.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAMELOT TECHNOLOGY ADVISORS, INC. on XLE, newest first. How the timeline and the estimate are built.

CAMELOT TECHNOLOGY ADVISORS, INC. held 97,377 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 97,377 shares
    Change vs previous 13F -6,434 shares

    4.05% of the 13F portfolio, value $5,988,697.

    13F-HR 0001085146-26-000853 filed by CAMELOT TECHNOLOGY ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 103,811 shares
    Change vs previous 13F -10,603 shares

    3.76% of the 13F portfolio, value $5,513,387.

    13F-HR 0002021818-26-000003 filed by CAMELOT TECHNOLOGY ADVISORS, 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 114,414 shares
    Change vs previous 13F +35,160 shares

    5.15% of the 13F portfolio, value $7,009,004.

    13F-HR 0002021818-26-000002 filed by CAMELOT TECHNOLOGY ADVISORS, 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 79,254 shares
    Change vs previous 13F +36,004 shares

    2.67% of the 13F portfolio, value $3,543,453.

    13F-HR 0002021818-26-000001 filed by CAMELOT TECHNOLOGY ADVISORS, 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 43,250 shares
    Change vs previous 13F -807 shares

    3.1% of the 13F portfolio, value $3,863,938.

    13F-HR 0002021818-25-000004 filed by CAMELOT TECHNOLOGY ADVISORS, 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 44,057 shares
    Change vs previous 13F +2,295 shares

    3.23% of the 13F portfolio, value $3,736,515.

    13F-HR 0001085146-25-003683 filed by CAMELOT TECHNOLOGY ADVISORS, 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 41,762 shares
    Change vs previous 13F +23 shares

    3.61% of the 13F portfolio, value $3,902,674.

    13F-HR 0001085146-25-002081 filed by CAMELOT TECHNOLOGY ADVISORS, 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 41,739 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $3,575,404.

    13F-HR 0001085146-25-000303 filed by CAMELOT TECHNOLOGY ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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