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Disclosery

MENLO ADVISORS LLC: XLE position timeline

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

MENLO ADVISORS LLC held 0 XLE shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -60,775 shares

    13F-HR 0001279708-25-000004 filed by MENLO ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 60,775 shares
    Change vs previous 13F -800 shares

    2.7% of the 13F portfolio, value $5,679,000.

    13F-HR 0001279708-25-000002 filed by MENLO ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 61,575 shares
    Change vs previous 13F -5,820 shares

    2.69% of the 13F portfolio, value $5,274,000.

    13F-HR 0001279708-25-000001 filed by MENLO ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 67,395 shares
    Change vs previous 13F not available

    3.05% of the 13F portfolio, value $5,917,000.

    13F-HR 0001279708-24-000008 filed by MENLO ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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