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Disclosery

Donald L. Hagan, LLC: XLE position timeline

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

Donald L. Hagan, LLC held 0 XLE shares at 2025-09-30 per its 13F-HR filed 2025-10-16.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -5,798 shares

    13F-HR 0002085853-25-000097 filed by Donald L. Hagan, LLC
    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 ended2025-06-30
    13F 5,798 shares
    Change vs previous 13F +443 shares

    0.25% of the 13F portfolio, value $491,728.

    13F-HR 0001667731-25-000868 filed by Donald L. Hagan, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 5,355 shares
    Change vs previous 13F +438 shares

    0.26% of the 13F portfolio, value $500,425.

    13F-HR 0001667731-25-000442 filed by Donald L. Hagan, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 4,917 shares
    Change vs previous 13F -3,750 shares

    0.22% of the 13F portfolio, value $421,190.

    13F-HR 0001667731-25-000098 filed by Donald L. Hagan, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 8,667 shares
    Change vs previous 13F -896 shares

    0.39% of the 13F portfolio, value $760,963.

    13F-HR 0001638049-24-000005 filed by Donald L. Hagan, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 9,563 shares
    Change vs previous 13F -459 shares

    0.46% of the 13F portfolio, value $871,667.

    13F-HR 0001638049-24-000004 filed by Donald L. Hagan, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 10,022 shares
    Change vs previous 13F -2,409 shares

    0.5% of the 13F portfolio, value $946,177.

    13F-HR 0001638049-24-000003 filed by Donald L. Hagan, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 12,431 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,042,215.

    13F-HR 0001638049-24-000001 filed by Donald L. Hagan, LLC
    Filed (acceptance time not in the bulk data set), ingested

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