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LAZARI CAPITAL MANAGEMENT, INC.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LAZARI CAPITAL MANAGEMENT, INC. on XLE, newest first. How the timeline and the estimate are built.

LAZARI CAPITAL MANAGEMENT, INC. held 19,404 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,404 shares
    Change vs previous 13F -2,698 shares

    0.32% of the 13F portfolio, value $1,030,546.

    13F-HR 0001986389-26-000004 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 22,102 shares
    Change vs previous 13F -403 shares

    0.47% of the 13F portfolio, value $1,353,995.

    13F-HR 0001986389-26-000003 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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/A 22,505 shares
    Change vs previous 13F +10,942 shares

    0.34% of the 13F portfolio, value $1,006,183.

    13F-HR/A 0001986389-26-000002 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 11,563 shares
    Change vs previous 13F -99 shares

    0.35% of the 13F portfolio, value $1,033,031.

    13F-HR 0001986389-25-000008 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 11,662 shares
    Change vs previous 13F +101 shares

    0.37% of the 13F portfolio, value $989,056.

    13F-HR 0001986389-25-000003 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 11,561 shares
    Change vs previous 13F -351 shares

    0.44% of the 13F portfolio, value $1,080,388.

    13F-HR 0001986389-25-000002 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 11,912 shares
    Change vs previous 13F +137 shares

    0.41% of the 13F portfolio, value $1,020,374.

    13F-HR 0001986389-25-000001 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 11,775 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,033,884.

    13F-HR 0001986389-24-000006 filed by LAZARI CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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