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Disclosery

HMS Capital Management, LLC: XLE position timeline

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

HMS Capital Management, LLC held 66,197 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,197 shares
    Change vs previous 13F -1,290 shares

    1.31% of the 13F portfolio, value $3,515,721.

    13F-HR 0001689470-26-000003 filed by HMS Capital Management, 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 67,487 shares
    Change vs previous 13F -12,802 shares

    1.6% of the 13F portfolio, value $4,134,244.

    13F-HR 0001689470-26-000002 filed by HMS Capital Management, 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 80,289 shares
    Change vs previous 13F +39,574 shares

    1.49% of the 13F portfolio, value $3,589,733.

    13F-HR 0001689470-26-000001 filed by HMS Capital Management, 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 40,715 shares
    Change vs previous 13F -2,073 shares

    1.53% of the 13F portfolio, value $3,637,461.

    13F-HR 0001689470-25-000003 filed by HMS Capital Management, 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 42,788 shares
    Change vs previous 13F -2,117 shares

    1.64% of the 13F portfolio, value $3,628,810.

    13F-HR 0001667731-25-000744 filed by HMS Capital Management, 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 44,905 shares
    Change vs previous 13F -11,034 shares

    1.95% of the 13F portfolio, value $3,513,802.

    13F-HR 0001667731-25-000636 filed by HMS Capital Management, 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 55,939 shares
    Change vs previous 13F -467 shares

    2.32% of the 13F portfolio, value $4,791,722.

    13F-HR 0001667731-25-000168 filed by HMS Capital Management, 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 56,406 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $4,952,474.

    13F-HR 0001689470-24-000004 filed by HMS Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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