Skip to content
Disclosery

NCM Capital Management, LLC: XLE position timeline

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

NCM Capital Management, LLC held 7,952 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,952 shares
    Change vs previous 13F +2,359 shares

    0.13% of the 13F portfolio, value $422,334.

    13F-HR 0001907054-26-000003 filed by NCM Capital 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 ended2026-03-31
    13F 5,593 shares
    Change vs previous 13F +3 shares

    0.12% of the 13F portfolio, value $342,646.

    13F-HR 0001907054-26-000002 filed by NCM Capital 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 ended2025-12-31
    13F 5,590 shares
    Change vs previous 13F +2,797 shares

    0.09% of the 13F portfolio, value $249,928.

    13F-HR 0001907054-26-000001 filed by NCM Capital 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 ended2025-09-30
    13F 2,793 shares
    Change vs previous 13F +2 shares

    0.1% of the 13F portfolio, value $249,509.

    13F-HR 0001907054-25-000007 filed by NCM Capital Management, 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 2,791 shares
    Change vs previous 13F -97 shares

    0.1% of the 13F portfolio, value $236,674.

    13F-HR 0001907054-25-000005 filed by NCM Capital Management, 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 2,888 shares
    Change vs previous 13F -99 shares

    0.12% of the 13F portfolio, value $269,928.

    13F-HR 0001907054-25-000002 filed by NCM Capital Management, 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 2,987 shares
    Change vs previous 13F +2 shares

    0.12% of the 13F portfolio, value $255,858.

    13F-HR 0001907054-25-000001 filed by NCM Capital Management, 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 2,985 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $262,102.

    13F-HR 0001907054-24-000005 filed by NCM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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