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
- period ended2026-09-3013F 97,377 sharesChange 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 - period ended2026-06-3013F 103,811 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 114,414 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 79,254 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 43,250 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 44,057 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 41,762 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 41,739 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).