Skip to content
Disclosery

Colonial River Investments, LLC: XLE position timeline

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

Colonial River Investments, LLC held 17,345 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,345 shares
    Change vs previous 13F -2,737 shares

    0.26% of the 13F portfolio, value $921,193.

    13F-HR 0001951757-26-001039 filed by Colonial River Investments, LLC
    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 20,082 shares
    Change vs previous 13F -104 shares

    0.44% of the 13F portfolio, value $1,230,199.

    13F-HR 0001951757-26-000743 filed by Colonial River Investments, LLC
    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 20,186 shares
    Change vs previous 13F +7,747 shares

    0.32% of the 13F portfolio, value $902,525.

    13F-HR 0001951757-26-000350 filed by Colonial River Investments, LLC
    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 12,439 shares
    Change vs previous 13F -671 shares

    0.41% of the 13F portfolio, value $1,111,309.

    13F-HR 0001951757-25-001417 filed by Colonial River Investments, LLC
    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 13,110 shares
    Change vs previous 13F -960 shares

    0.5% of the 13F portfolio, value $1,163,241.

    13F-HR 0001951757-25-000858 filed by Colonial River Investments, LLC
    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 14,070 shares
    Change vs previous 13F -2,418 shares

    0.72% of the 13F portfolio, value $1,314,829.

    13F-HR 0001951757-25-000449 filed by Colonial River Investments, LLC
    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 16,488 shares
    Change vs previous 13F -4,515 shares

    0.68% of the 13F portfolio, value $1,412,324.

    13F-HR 0001951757-25-000176 filed by Colonial River Investments, LLC
    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 21,003 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,844,106.

    13F-HR 0001951757-24-001151 filed by Colonial River Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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