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Disclosery

Capital Market Strategies LLC: XLE position timeline

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

Capital Market Strategies LLC held 13,863 XLE shares at 2025-06-30 per its 13F-HR filed 2025-07-02.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 13,863 shares
    Change vs previous 13F -171 shares

    0.82% of the 13F portfolio, value $1,175,688.

    13F-HR 0001810158-25-000004 filed by Capital Market Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 14,034 shares
    Change vs previous 13F +1 shares

    0.88% of the 13F portfolio, value $1,311,445.

    13F-HR 0001810158-25-000002 filed by Capital Market Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 14,033 shares
    Change vs previous 13F +809 shares

    0.69% of the 13F portfolio, value $1,202,049.

    13F-HR 0001810158-25-000001 filed by Capital Market Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 13,224 shares
    Change vs previous 13F +2,600 shares

    0.7% of the 13F portfolio, value $1,161,056.

    13F-HR 0001810158-24-000004 filed by Capital Market Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 10,624 shares
    Change vs previous 13F -283 shares

    0.61% of the 13F portfolio, value $968,376.

    13F-HR 0001810158-24-000003 filed by Capital Market Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 10,907 shares
    Change vs previous 13F -298 shares

    0.78% of the 13F portfolio, value $1,029,774.

    13F-HR 0001810158-24-000002 filed by Capital Market Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 11,205 shares
    Change vs previous 13F +313 shares

    0.82% of the 13F portfolio, value $939,460.

    13F-HR 0001810158-24-000001 filed by Capital Market Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 10,892 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $964,356.

    13F-HR 0001810158-23-000004 filed by Capital Market Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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