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Disclosery

Graypoint LLC: XLE position timeline

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

Graypoint LLC held 70,789 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 70,789 shares
    Change vs previous 13F +5,191 shares

    0.34% of the 13F portfolio, value $6,003,618.

    13F-HR 0000950123-25-006388 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 65,598 shares
    Change vs previous 13F -4,973 shares

    0.38% of the 13F portfolio, value $6,130,159.

    13F-HR 0000950123-25-003985 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 70,571 shares
    Change vs previous 13F +12,822 shares

    0.37% of the 13F portfolio, value $6,045,090.

    13F-HR 0000950123-25-000207 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 57,749 shares
    Change vs previous 13F -424 shares

    0.32% of the 13F portfolio, value $5,070,363.

    13F-HR 0000950123-24-010105 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 58,173 shares
    Change vs previous 13F +1,669 shares

    0.37% of the 13F portfolio, value $5,302,495.

    13F-HR 0000950123-24-006953 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 56,504 shares
    Change vs previous 13F -50,987 shares

    0.39% of the 13F portfolio, value $5,334,558.

    13F-HR 0000950123-24-003715 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 107,491 shares
    Change vs previous 13F -6,031 shares

    0.73% of the 13F portfolio, value $9,012,025.

    13F-HR 0000950123-24-000428 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 113,522 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $10,261,251.

    13F-HR 0000950123-23-009032 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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