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Disclosery

Interchange Capital Partners, LLC: XLE position timeline

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

Interchange Capital Partners, LLC held 11,764 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,764 shares
    Change vs previous 13F +4,402 shares

    0.12% of the 13F portfolio, value $624,758.

    13F-HR 0001845998-26-000004 filed by Interchange Capital 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 7,362 shares
    Change vs previous 13F -5,176 shares

    0.22% of the 13F portfolio, value $687,927.

    13F-HR 0001845998-26-000003 filed by Interchange Capital 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 12,538 shares
    Change vs previous 13F +5,389 shares

    0.1% of the 13F portfolio, value $560,547.

    13F-HR 0001845998-26-000001 filed by Interchange Capital 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 7,149 shares
    Change vs previous 13F -52 shares

    0.13% of the 13F portfolio, value $638,642.

    13F-HR 0001845998-25-000004 filed by Interchange Capital 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/A 7,201 shares
    Change vs previous 13F -161 shares

    0.14% of the 13F portfolio, value $610,673.

    13F-HR/A 0001085146-25-004372 filed by Interchange Capital 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 7,362 shares
    Change vs previous 13F -4,184 shares

    0.19% of the 13F portfolio, value $687,928.

    13F-HR 0001085146-25-002463 filed by Interchange Capital 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 11,546 shares
    Change vs previous 13F -1,598 shares

    0.36% of the 13F portfolio, value $989,267.

    13F-HR 0001172661-25-000665 filed by Interchange Capital 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 13,144 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,154,539.

    13F-HR 0001172661-24-004377 filed by Interchange Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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