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Intellectus Partners, LLC: XLE position timeline

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

Intellectus Partners, LLC held 66,618 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,618 shares
    Change vs previous 13F -32 shares

    0.61% of the 13F portfolio, value $3,538,063.

    13F-HR 0001951757-26-001234 filed by Intellectus Partners, 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 66,650 shares
    Change vs previous 13F +1,502 shares

    0.83% of the 13F portfolio, value $4,082,986.

    13F-HR 0001951757-26-000573 filed by Intellectus Partners, 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 65,148 shares
    Change vs previous 13F +35,112 shares

    0.56% of the 13F portfolio, value $2,912,761.

    13F-HR 0001951757-26-000410 filed by Intellectus Partners, 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 30,036 shares
    Change vs previous 13F +1,890 shares

    0.52% of the 13F portfolio, value $2,683,442.

    13F-HR 0001951757-25-001400 filed by Intellectus Partners, 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 28,146 shares
    Change vs previous 13F -434 shares

    0.52% of the 13F portfolio, value $2,387,083.

    13F-HR 0001951757-25-001030 filed by Intellectus Partners, 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 28,580 shares
    Change vs previous 13F +1,284 shares

    0.66% of the 13F portfolio, value $2,670,824.

    13F-HR 0001951757-25-000311 filed by Intellectus Partners, 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 27,296 shares
    Change vs previous 13F +1,756 shares

    0.52% of the 13F portfolio, value $2,338,196.

    13F-HR 0001951757-25-000199 filed by Intellectus Partners, 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 25,540 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,242,412.

    13F-HR 0001951757-24-001173 filed by Intellectus Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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