Skip to content
Disclosery

LifePro Asset Management: XLE position timeline

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

LifePro Asset Management held 9,937 XLE shares at 2024-09-30 per its 13F-HR filed 2024-10-09.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 9,937 shares
    Change vs previous 13F -1,323 shares

    0.53% of the 13F portfolio, value $872,450.

    13F-HR 0001213900-24-086507 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 11,260 shares
    Change vs previous 13F -573 shares

    0.74% of the 13F portfolio, value $1,026,306.

    13F-HR 0001213900-24-060518 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 11,833 shares
    Change vs previous 13F +374 shares

    0.74% of the 13F portfolio, value $1,117,185.

    13F-HR 0001213900-24-036051 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 11,459 shares
    Change vs previous 13F -213 shares

    0.74% of the 13F portfolio, value $960,735.

    13F-HR 0001213900-24-014539 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 11,672 shares
    Change vs previous 13F +2,979 shares

    0.87% of the 13F portfolio, value $1,055,031.

    13F-HR 0001013762-23-002096 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 8,693 shares
    Change vs previous 13F -1,021 shares

    0.54% of the 13F portfolio, value $705,631.

    13F-HR 0001213900-23-056248 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 9,714 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $849,687.

    13F-HR 0001213900-23-027056 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 9,714 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $849,687.

    13F-HR 0001213900-23-012050 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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