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Jaffetilchin Investment Partners, LLC: XLE position timeline

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

Jaffetilchin Investment Partners, LLC held 123,814 XLE shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 123,814 shares
    Change vs previous 13F -5,243 shares

    0.45% of the 13F portfolio, value $7,584,859.

    13F-HR 0001404652-26-000003 filed by Jaffetilchin Investment 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 ended2025-12-31
    13F 129,057 shares
    Change vs previous 13F +64,988 shares

    0.34% of the 13F portfolio, value $5,770,144.

    13F-HR 0001404652-26-000001 filed by Jaffetilchin Investment 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 ended2025-09-30
    13F 64,069 shares
    Change vs previous 13F -16 shares

    0.34% of the 13F portfolio, value $5,723,941.

    13F-HR 0001404652-25-000007 filed by Jaffetilchin Investment 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 ended2025-06-30
    13F 64,085 shares
    Change vs previous 13F +565 shares

    0.36% of the 13F portfolio, value $5,435,040.

    13F-HR 0001404652-25-000004 filed by Jaffetilchin Investment 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 ended2025-03-31
    13F 63,520 shares
    Change vs previous 13F +36,001 shares

    0.43% of the 13F portfolio, value $5,935,937.

    13F-HR 0001404652-25-000002 filed by Jaffetilchin Investment 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 ended2024-12-31
    13F 27,519 shares
    Change vs previous 13F +304 shares

    0.17% of the 13F portfolio, value $2,357,287.

    13F-HR 0001404652-25-000001 filed by Jaffetilchin Investment 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 ended2024-09-30
    13F 27,215 shares
    Change vs previous 13F +174 shares

    0.18% of the 13F portfolio, value $2,389,492.

    13F-HR 0001404652-24-000003 filed by Jaffetilchin Investment 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 ended2024-06-30
    13F 27,041 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,464,812.

    13F-HR 0001062993-24-014177 filed by Jaffetilchin Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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