Skip to content
Disclosery

FORTRESS PRIVATE LEDGER, LLC: XLE position timeline

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

FORTRESS PRIVATE LEDGER, LLC held 65,685 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,685 shares
    Change vs previous 13F +47,678 shares

    0.95% of the 13F portfolio, value $3,488,543.

    13F-HR 0001718251-26-000014 filed by FORTRESS PRIVATE LEDGER, 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 18,007 shares
    Change vs previous 13F +12,691 shares

    0.35% of the 13F portfolio, value $1,103,090.

    13F-HR 0001718251-26-000009 filed by FORTRESS PRIVATE LEDGER, 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 5,316 shares
    Change vs previous 13F +2,505 shares

    0.08% of the 13F portfolio, value $237,684.

    13F-HR 0001718251-26-000007 filed by FORTRESS PRIVATE LEDGER, 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 2,811 shares
    Change vs previous 13F -96 shares

    0.09% of the 13F portfolio, value $251,100.

    13F-HR 0001718251-25-000012 filed by FORTRESS PRIVATE LEDGER, 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 2,907 shares
    Change vs previous 13F -324 shares

    0.11% of the 13F portfolio, value $246,507.

    13F-HR 0001718251-25-000010 filed by FORTRESS PRIVATE LEDGER, 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 3,231 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $301,968.

    13F-HR 0001718251-25-000009 filed by FORTRESS PRIVATE LEDGER, LLC
    Filed (acceptance time not in the bulk data set), ingested

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