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Disclosery

Castellan Group: XLE position timeline

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

Castellan Group held 71,851 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,851 shares
    Change vs previous 13F -7,740 shares

    0.42% of the 13F portfolio, value $3,816,007.

    13F-HR 0001832521-26-000003 filed by Castellan Group
    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 79,591 shares
    Change vs previous 13F -64,855 shares

    0.67% of the 13F portfolio, value $4,875,745.

    13F-HR 0001832521-26-000002 filed by Castellan Group
    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 144,446 shares
    Change vs previous 13F +75,792 shares

    0.81% of the 13F portfolio, value $6,458,181.

    13F-HR 0001832521-26-000001 filed by Castellan Group
    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 68,654 shares
    Change vs previous 13F -86 shares

    0.89% of the 13F portfolio, value $6,133,548.

    13F-HR 0001832521-25-000008 filed by Castellan Group
    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/A 68,740 shares
    Change vs previous 13F +6,035 shares

    1.07% of the 13F portfolio, value $5,829,839.

    13F-HR/A 0001832521-25-000006 filed by Castellan Group
    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 62,705 shares
    Change vs previous 13F +3,150 shares

    1.64% of the 13F portfolio, value $5,859,782.

    13F-HR 0001832521-25-000004 filed by Castellan Group
    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 59,555 shares
    Change vs previous 13F -1,225 shares

    2.21% of the 13F portfolio, value $5,101,481.

    13F-HR 0001832521-25-000002 filed by Castellan Group
    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 60,780 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $5,336,484.

    13F-HR 0001832521-24-000010 filed by Castellan Group
    Filed (acceptance time not in the bulk data set), ingested

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