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J.Safra Asset Management Corp: XLE position timeline

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

J.Safra Asset Management Corp held 1,616,362 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,616,362 shares
    Change vs previous 13F +1,343 shares

    3.95% of the 13F portfolio, value $85,844,977.

    13F-HR 0001535293-26-000005 filed by J.Safra Asset Management Corp
    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 1,615,019 shares
    Change vs previous 13F +59,342 shares

    5.33% of the 13F portfolio, value $98,936,038.

    13F-HR 0001535293-26-000004 filed by J.Safra Asset Management Corp
    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 1,555,677 shares
    Change vs previous 13F +802,150 shares

    3.65% of the 13F portfolio, value $69,554,322.

    13F-HR 0001535293-26-000001 filed by J.Safra Asset Management Corp
    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 753,527 shares
    Change vs previous 13F +31,311 shares

    4.09% of the 13F portfolio, value $67,320,060.

    13F-HR 0001535293-25-000006 filed by J.Safra Asset Management Corp
    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 722,216 shares
    Change vs previous 13F +13,969 shares

    4.27% of the 13F portfolio, value $61,251,158.

    13F-HR/A 0001535293-25-000008 filed by J.Safra Asset Management Corp
    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/A 708,247 shares
    Change vs previous 13F +17,084 shares

    5.38% of the 13F portfolio, value $66,185,653.

    13F-HR/A 0001535293-25-000007 filed by J.Safra Asset Management Corp
    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 691,163 shares
    Change vs previous 13F +438,976 shares

    4.75% of the 13F portfolio, value $58,437,832.

    13F-HR 0001535293-25-000001 filed by J.Safra Asset Management Corp
    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 252,187 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $21,988,185.

    13F-HR 0001535293-24-000006 filed by J.Safra Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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