Skip to content
Disclosery

GARRISON POINT ADVISORS, LLC: XLE position timeline

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

GARRISON POINT ADVISORS, LLC held 5,112 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,112 shares
    Change vs previous 13F -420 shares

    0.11% of the 13F portfolio, value $271,498.

    13F-HR 0001172661-26-002964 filed by GARRISON POINT ADVISORS, 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 5,532 shares
    Change vs previous 13F +300 shares

    0.15% of the 13F portfolio, value $338,890.

    13F-HR 0001172661-26-001744 filed by GARRISON POINT ADVISORS, 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 5,232 shares
    Change vs previous 13F +2,619 shares

    0.1% of the 13F portfolio, value $233,923.

    13F-HR 0001172661-26-000788 filed by GARRISON POINT ADVISORS, 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 2,613 shares
    Change vs previous 13F -107 shares

    0.1% of the 13F portfolio, value $233,445.

    13F-HR 0001172661-25-004378 filed by GARRISON POINT ADVISORS, 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 2,720 shares
    Change vs previous 13F -190 shares

    0.11% of the 13F portfolio, value $230,683.

    13F-HR 0001172661-25-002922 filed by GARRISON POINT ADVISORS, 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 2,910 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $271,940.

    13F-HR 0001172661-25-001757 filed by GARRISON POINT ADVISORS, 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 2,910 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $249,271.

    13F-HR 0001172661-25-000723 filed by GARRISON POINT ADVISORS, 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 2,910 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $255,498.

    13F-HR 0001172661-24-004338 filed by GARRISON POINT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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