Intrinsic Value Partners, LLC: XLE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Intrinsic Value Partners, LLC on XLE, newest first. How the timeline and the estimate are built.
Intrinsic Value Partners, LLC held 44,102 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 44,102 sharesChange vs previous 13F +2,620 shares
1.6% of the 13F portfolio, value $2,342,257.
13F-HR 0001910364-26-000004 filed by Intrinsic Value Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 41,482 sharesChange vs previous 13F 0 shares
1.96% of the 13F portfolio, value $2,541,187.
13F-HR 0001910364-26-000002 filed by Intrinsic Value Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 41,482 sharesChange vs previous 13F +30,771 shares
1.39% of the 13F portfolio, value $1,854,660.
13F-HR 0001910364-26-000001 filed by Intrinsic Value Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,711 sharesChange vs previous 13F +300 shares
0.77% of the 13F portfolio, value $956,921.
13F-HR 0001910364-25-000008 filed by Intrinsic Value Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,411 sharesChange vs previous 13F +320 shares
0.79% of the 13F portfolio, value $882,957.
13F-HR 0001910364-25-000003 filed by Intrinsic Value Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,091 sharesChange vs previous 13F +3,541 shares
0.93% of the 13F portfolio, value $943,004.
13F-HR 0001910364-25-000002 filed by Intrinsic Value Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,550 sharesChange vs previous 13F +150 shares
0.56% of the 13F portfolio, value $561,073.
13F-HR 0001910364-25-000001 filed by Intrinsic Value Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,400 sharesChange vs previous 13F not available
0.56% of the 13F portfolio, value $561,920.
13F-HR 0001910364-24-000005 filed by Intrinsic Value Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).