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Disclosery

CPR Investments Inc.: XLE position timeline

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

CPR Investments Inc. held 0 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -4,655 shares

    13F-HR 0001214659-26-008546 filed by CPR Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 4,655 shares
    Change vs previous 13F +4,655 shares

    0.19% of the 13F portfolio, value $285,172.

    13F-HR 0001214659-26-004748 filed by CPR Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -4,399 shares

    13F-HR 0001214659-25-010745 filed by CPR Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 4,399 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $411,122.

    13F-HR 0001214659-25-005694 filed by CPR Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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