Skip to content
Disclosery

Everstar Asset Management, LLC: XLE position timeline

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

Everstar Asset Management, LLC held 21,348 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,348 shares
    Change vs previous 13F -2,379 shares

    0.55% of the 13F portfolio, value $1,133,792.

    13F-HR 0001420506-26-001378 filed by Everstar Asset Management, 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 23,727 shares
    Change vs previous 13F -1,521 shares

    0.77% of the 13F portfolio, value $1,453,516.

    13F-HR 0001420506-26-000683 filed by Everstar Asset Management, 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 25,248 shares
    Change vs previous 13F +12,521 shares

    0.61% of the 13F portfolio, value $1,128,839.

    13F-HR 0001420506-26-000172 filed by Everstar Asset Management, 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 12,727 shares
    Change vs previous 13F -5,997 shares

    0.64% of the 13F portfolio, value $1,137,030.

    13F-HR 0001420506-25-003054 filed by Everstar Asset Management, 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 18,724 shares
    Change vs previous 13F -39 shares

    0.97% of the 13F portfolio, value $1,587,982.

    13F-HR 0001420506-25-001911 filed by Everstar Asset Management, 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/A 18,763 shares
    Change vs previous 13F -1,259 shares

    1.16% of the 13F portfolio, value $1,753,356.

    13F-HR/A 0001420506-25-001784 filed by Everstar Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 20,022 shares
    Change vs previous 13F +614 shares

    1.21% of the 13F portfolio, value $1,715,110.

    13F-HR 0001420506-25-000309 filed by Everstar Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 19,408 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $1,704,029.

    13F-HR 0001420506-24-002288 filed by Everstar Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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