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Disclosery

CUMBERLAND ADVISORS INC: XLE position timeline

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

CUMBERLAND ADVISORS INC held 0 XLE shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -124,342 shares

    13F-HR 0001420506-25-000943 filed by CUMBERLAND ADVISORS 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 ended2024-12-31
    13F 124,342 shares
    Change vs previous 13F -1,000 shares

    4.25% of the 13F portfolio, value $10,651,182.

    13F-HR 0001255435-25-000001 filed by CUMBERLAND ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 125,342 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $11,005,075.

    13F-HR 0001255435-24-000011 filed by CUMBERLAND ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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