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OBSIDIAN CIO, LLC: XLE position timeline

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

OBSIDIAN CIO, LLC held 562 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 562 shares
    Change vs previous 13F -2,152 shares

    0.02% of the 13F portfolio, value $29,843.

    13F-HR 0001843581-26-000006 filed by OBSIDIAN CIO, 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 2,714 shares
    Change vs previous 13F +2,017 shares

    0.15% of the 13F portfolio, value $166,270.

    13F-HR 0001843581-26-000004 filed by OBSIDIAN CIO, 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 697 shares
    Change vs previous 13F -4,768 shares

    0.05% of the 13F portfolio, value $31,160.

    13F-HR 0001843581-26-000003 filed by OBSIDIAN CIO, 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 5,465 shares
    Change vs previous 13F +111 shares

    0.06% of the 13F portfolio, value $488,200.

    13F-HR 0001843581-25-000007 filed by OBSIDIAN CIO, 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 5,354 shares
    Change vs previous 13F -250 shares

    0.07% of the 13F portfolio, value $454,098.

    13F-HR 0001843581-25-000006 filed by OBSIDIAN CIO, 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 5,604 shares
    Change vs previous 13F +1,506 shares

    0.09% of the 13F portfolio, value $523,697.

    13F-HR 0001843581-25-000004 filed by OBSIDIAN CIO, 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 4,098 shares
    Change vs previous 13F +852 shares

    0.06% of the 13F portfolio, value $351,020.

    13F-HR 0001843581-25-000002 filed by OBSIDIAN CIO, 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 3,246 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $284,979.

    13F-HR 0001843581-24-000006 filed by OBSIDIAN CIO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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