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Disclosery

IEQ CAPITAL, LLC: XLE position timeline

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

IEQ CAPITAL, LLC held 88,666 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,666 shares
    Change vs previous 13F -8,948 shares

    0.02% of the 13F portfolio, value $4,709,063.

    13F-HR 0001779789-26-000004 filed by IEQ 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 ended2026-03-31
    13F 97,614 shares
    Change vs previous 13F -31,702 shares

    0.03% of the 13F portfolio, value $5,979,827.

    13F-HR 0001779789-26-000002 filed by IEQ 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 ended2025-12-31
    13F 129,316 shares
    Change vs previous 13F +61,313 shares

    0.02% of the 13F portfolio, value $5,781,703.

    13F-HR 0001779789-26-000001 filed by IEQ 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 ended2025-09-30
    13F 68,003 shares
    Change vs previous 13F +13,918 shares

    0.02% of the 13F portfolio, value $6,075,447.

    13F-HR 0001779789-25-000003 filed by IEQ 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 ended2025-06-30
    13F 54,085 shares
    Change vs previous 13F +3,101 shares

    0.03% of the 13F portfolio, value $4,587,004.

    13F-HR 0001085146-25-005144 filed by IEQ 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 ended2025-03-31
    13F 50,984 shares
    Change vs previous 13F +23,690 shares

    0.04% of the 13F portfolio, value $4,764,383.

    13F-HR 0001085146-25-003156 filed by IEQ 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 ended2024-12-31
    13F 27,294 shares
    Change vs previous 13F -1,355 shares

    0.02% of the 13F portfolio, value $2,337,996.

    13F-HR 0001085146-25-000685 filed by IEQ 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 ended2024-09-30
    13F 28,649 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,515,399.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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