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CoreCap Advisors, LLC: XLE position timeline

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

CoreCap Advisors, LLC held 421,325 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 421,325 shares
    Change vs previous 13F +56,844 shares

    0.75% of the 13F portfolio, value $25,911,523.

    13F-HR 0001902501-26-000006 filed by CoreCap Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 364,481 shares
    Change vs previous 13F +41,191 shares

    0.57% of the 13F portfolio, value $19,357,580.

    13F-HR 0001902501-26-000003 filed by CoreCap Advisors, LLC
    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 323,290 shares
    Change vs previous 13F -326,577 shares

    0.67% of the 13F portfolio, value $19,804,793.

    13F-HR 0001902501-26-000002 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 649,867 shares
    Change vs previous 13F +352,769 shares

    1.01% of the 13F portfolio, value $29,055,547.

    13F-HR 0001902501-26-000001 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 297,098 shares
    Change vs previous 13F +20,019 shares

    0.96% of the 13F portfolio, value $26,542,770.

    13F-HR 0001902501-25-000005 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 277,079 shares
    Change vs previous 13F +25,818 shares

    0.95% of the 13F portfolio, value $23,499,147.

    13F-HR 0001902501-25-000004 filed by CoreCap Advisors, LLC
    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 251,261 shares
    Change vs previous 13F -2,567 shares

    1.03% of the 13F portfolio, value $23,480,375.

    13F-HR 0001984732-25-000005 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 253,828 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $21,742,945.

    13F-HR 0001984732-25-000003 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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