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Disclosery

Legacy PCG, LLC: XLE position timeline

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

Legacy PCG, LLC held 12,352 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,352 shares
    Change vs previous 13F -177 shares

    3.69% of the 13F portfolio, value $743,317.

    13F-HR 0001951757-26-001237 filed by Legacy PCG, 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 12,529 shares
    Change vs previous 13F -30,819 shares

    4.18% of the 13F portfolio, value $767,548.

    13F-HR 0001951757-26-000885 filed by Legacy PCG, 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 43,348 shares
    Change vs previous 13F +20,124 shares

    1.2% of the 13F portfolio, value $1,938,071.

    13F-HR 0001951757-26-000402 filed by Legacy PCG, 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 23,224 shares
    Change vs previous 13F +80 shares

    1.24% of the 13F portfolio, value $2,074,860.

    13F-HR 0001951757-25-001428 filed by Legacy PCG, 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 23,144 shares
    Change vs previous 13F +984 shares

    1.26% of the 13F portfolio, value $1,962,881.

    13F-HR 0001951757-25-000904 filed by Legacy PCG, 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 22,160 shares
    Change vs previous 13F +717 shares

    1.46% of the 13F portfolio, value $2,070,886.

    13F-HR 0001951757-25-000388 filed by Legacy PCG, 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 21,443 shares
    Change vs previous 13F +396 shares

    1.31% of the 13F portfolio, value $1,836,804.

    13F-HR 0001951757-25-000217 filed by Legacy PCG, 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 21,047 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $1,847,883.

    13F-HR 0001951757-24-001194 filed by Legacy PCG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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