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Disclosery

Full Sail Capital, LLC: XLE position timeline

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

Full Sail Capital, LLC held 164,539 XLE shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 164,539 shares
    Change vs previous 13F -6,181 shares

    0.81% of the 13F portfolio, value $14,699,946.

    13F-HR 0001757617-25-000003 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 170,720 shares
    Change vs previous 13F +4,882 shares

    0.84% of the 13F portfolio, value $14,478,793.

    13F-HR 0001765380-25-000376 filed by Full Sail Capital, 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 165,838 shares
    Change vs previous 13F -9,665 shares

    1% of the 13F portfolio, value $15,497,517.

    13F-HR 0001765380-25-000233 filed by Full Sail Capital, 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 175,503 shares
    Change vs previous 13F -8,450 shares

    0.96% of the 13F portfolio, value $15,033,546.

    13F-HR 0001765380-25-000105 filed by Full Sail Capital, 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 183,953 shares
    Change vs previous 13F -2,598 shares

    1.04% of the 13F portfolio, value $16,151,093.

    13F-HR 0001765380-24-000453 filed by Full Sail Capital, 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 186,551 shares
    Change vs previous 13F +3,050 shares

    1.14% of the 13F portfolio, value $17,004,119.

    13F-HR 0001765380-24-000363 filed by Full Sail Capital, 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 183,501 shares
    Change vs previous 13F +953 shares

    1.21% of the 13F portfolio, value $17,324,345.

    13F-HR 0001765380-24-000223 filed by Full Sail Capital, 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 182,548 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $15,304,857.

    13F-HR 0001765380-24-000116 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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