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DFPG INVESTMENTS, LLC: XLE position timeline

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

DFPG INVESTMENTS, LLC held 155,542 XLE shares at 2023-12-31 per its 13F-HR filed 2024-01-10.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 155,542 shares
    Change vs previous 13F -104,031 shares

    1.05% of the 13F portfolio, value $13,395,283.

    13F-HR 0001085146-24-000121 filed by DFPG 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 ended2023-09-30
    13F 259,573 shares
    Change vs previous 13F +245,988 shares

    1.99% of the 13F portfolio, value $21,414,764.

    13F-HR 0001085146-23-004278 filed by DFPG 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 ended2023-06-30
    13F 13,585 shares
    Change vs previous 13F +1,151 shares

    0.1% of the 13F portfolio, value $1,121,999.

    13F-HR 0001085146-23-002878 filed by DFPG 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 ended2023-03-31
    13F 12,434 shares
    Change vs previous 13F +738 shares

    0.11% of the 13F portfolio, value $1,029,883.

    13F-HR 0001085146-23-001603 filed by DFPG 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 ended2022-12-31
    13F 11,696 shares
    Change vs previous 13F +2,222 shares

    0.17% of the 13F portfolio, value $1,030,914.

    13F-HR 0001085146-23-000578 filed by DFPG 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 ended2022-09-30
    13F 9,474 shares
    Change vs previous 13F +2,040 shares

    0.35% of the 13F portfolio, value $824,000.

    13F-HR 0001085146-22-003571 filed by DFPG 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 ended2022-06-30
    13F 7,434 shares
    Change vs previous 13F -22,437 shares

    0.23% of the 13F portfolio, value $522,000.

    13F-HR 0001085146-22-002660 filed by DFPG 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 ended2022-03-31
    13F 29,871 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,420,000.

    13F-HR 0001085146-22-001505 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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