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Curat Global, LLC: XLE position timeline

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

Curat Global, LLC held 24,604 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,604 shares
    Change vs previous 13F +4,612 shares

    1.17% of the 13F portfolio, value $1,428,307.

    13F-HR 0002063003-26-000003 filed by Curat Global, 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 19,992 shares
    Change vs previous 13F +5,200 shares

    1.21% of the 13F portfolio, value $1,224,706.

    13F-HR 0002063003-26-000002 filed by Curat Global, 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 14,792 shares
    Change vs previous 13F +4,796 shares

    0.73% of the 13F portfolio, value $661,347.

    13F-HR 0002063003-26-000001 filed by Curat Global, 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 9,996 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $895,880.

    13F-HR 0002063003-25-000005 filed by Curat Global, 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/A 9,996 shares
    Change vs previous 13F +2,881 shares

    0.81% of the 13F portfolio, value $847,757.

    13F-HR/A 0002063003-25-000003 filed by Curat Global, 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 7,115 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $664,891.

    13F-HR 0002063003-25-000001 filed by Curat Global, LLC
    Filed (acceptance time not in the bulk data set), ingested

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