Money Design Co.,Ltd.: XLE position timeline

Money Design Co.,Ltd. held 134,354 XLE shares at 2025-06-30 per its 13F-HR filed 2025-07-31.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 134,354 shares

   Change vs previous 13F +8,793 shares

   0.53% of the 13F portfolio, value $11,395,000.

   13F-HR 0001721608-25-000003 filed by Money Design Co.,Ltd.
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

2. period ended2025-03-31

   13F 125,561 shares

   Change vs previous 13F -17,722 shares

   0.59% of the 13F portfolio, value $11,734,000.

   13F-HR 0001721608-25-000002 filed by Money Design Co.,Ltd.
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 143,283 shares

   Change vs previous 13F -6,243 shares

   0.62% of the 13F portfolio, value $12,115,000.

   13F-HR 0001721608-25-000001 filed by Money Design Co.,Ltd.
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 149,526 shares

   Change vs previous 13F -582 shares

   0.65% of the 13F portfolio, value $13,128,000.

   13F-HR 0001721608-24-000004 filed by Money Design Co.,Ltd.
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 150,108 shares

   Change vs previous 13F -13,258 shares

   0.74% of the 13F portfolio, value $13,682,000.

   13F-HR 0001721608-24-000003 filed by Money Design Co.,Ltd.
   Filed 2024-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

6. period ended2024-03-31

   13F 163,366 shares

   Change vs previous 13F -19,887 shares

   0.84% of the 13F portfolio, value $15,423,000.

   13F-HR 0001721608-24-000002 filed by Money Design Co.,Ltd.
   Filed 2024-04-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

7. period ended2023-12-31

   13F 183,253 shares

   Change vs previous 13F -4,743 shares

   0.87% of the 13F portfolio, value $15,364,000.

   13F-HR 0001721608-24-000001 filed by Money Design Co.,Ltd.
   Filed 2024-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

8. period ended2023-09-30

   13F 187,996 shares

   Change vs previous 13F not available

   1.03% of the 13F portfolio, value $16,993,000.

   13F-HR 0001721608-23-000008 filed by Money Design Co.,Ltd.
   Filed 2023-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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