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FLOYD FINANCIAL GROUP LLC: XLE position timeline

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

FLOYD FINANCIAL GROUP LLC held 20,516 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 20,516 shares
    Change vs previous 13F -2,176 shares

    0.76% of the 13F portfolio, value $1,168,386.

    13F-HR 0002007613-26-000005 filed by FLOYD FINANCIAL GROUP 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 22,692 shares
    Change vs previous 13F +21 shares

    0.84% of the 13F portfolio, value $1,265,306.

    13F-HR 0002007613-26-000003 filed by FLOYD FINANCIAL GROUP 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 22,671 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,244,184.

    13F-HR 0002007613-26-000002 filed by FLOYD FINANCIAL GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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