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Disclosery

Keel Point, LLC: XLE position timeline

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

Keel Point, LLC held 25,830 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,830 shares
    Change vs previous 13F -1,194 shares

    0.08% of the 13F portfolio, value $1,371,841.

    13F-HR 0001386935-26-000003 filed by Keel Point, 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 27,024 shares
    Change vs previous 13F -3,561 shares

    0.11% of the 13F portfolio, value $1,655,476.

    13F-HR 0001386935-26-000002 filed by Keel Point, 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 30,585 shares
    Change vs previous 13F +15,817 shares

    0.08% of the 13F portfolio, value $1,367,438.

    13F-HR 0001386935-26-000001 filed by Keel Point, 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 14,768 shares
    Change vs previous 13F -6,970 shares

    0.08% of the 13F portfolio, value $1,319,373.

    13F-HR 0001386935-25-000007 filed by Keel Point, 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 21,738 shares
    Change vs previous 13F +7,134 shares

    0.12% of the 13F portfolio, value $1,843,600.

    13F-HR 0001386935-25-000004 filed by Keel Point, 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 14,604 shares
    Change vs previous 13F +4,075 shares

    0.11% of the 13F portfolio, value $1,364,744.

    13F-HR 0001386935-25-000002 filed by Keel Point, 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 10,529 shares
    Change vs previous 13F +270 shares

    0.07% of the 13F portfolio, value $901,914.

    13F-HR 0001386935-25-000001 filed by Keel Point, 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 10,259 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $900,740.

    13F-HR 0001386935-24-000007 filed by Keel Point, LLC
    Filed (acceptance time not in the bulk data set), ingested

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