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Disclosery

Naples Money Management LLC: XLE position timeline

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

Naples Money Management LLC held 2,615 XLE shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 2,615 shares
    Change vs previous 13F -41 shares

    0.19% of the 13F portfolio, value $229,597.

    13F-HR 0002008660-24-000005 filed by Naples Money Management LLC
    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 2,656 shares
    Change vs previous 13F +180 shares

    0.21% of the 13F portfolio, value $242,227.

    13F-HR 0002008660-24-000004 filed by Naples Money Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 2,476 shares
    Change vs previous 13F -400 shares

    0.23% of the 13F portfolio, value $233,759.

    13F-HR 0002008660-24-000003 filed by Naples Money Management LLC
    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 2,876 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $241,124.

    13F-HR 0002008660-24-000001 filed by Naples Money Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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