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FORTE CAPITAL LLC /ADV: XLE position timeline

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

FORTE CAPITAL LLC /ADV held 13,342 XLE shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 13,342 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,131,495.

    13F-HR 0001140361-25-025841 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).