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Disclosery

Jacobs Equity LLC: XLE position timeline

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

Jacobs Equity LLC held 8,985 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,985 shares
    Change vs previous 13F +96 shares

    0.33% of the 13F portfolio, value $477,193.

    13F-HR 0002111761-26-000004 filed by Jacobs Equity 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 8,889 shares
    Change vs previous 13F -221 shares

    0.49% of the 13F portfolio, value $544,540.

    13F-HR 0002111761-26-000003 filed by Jacobs Equity 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 9,110 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $407,308.

    13F-HR 0002111761-26-000001 filed by Jacobs Equity LLC
    Filed (acceptance time not in the bulk data set), ingested

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