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OLIVER LAGORE VANVALIN INVESTMENT GROUP: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OLIVER LAGORE VANVALIN INVESTMENT GROUP on XLE, newest first. How the timeline and the estimate are built.

OLIVER LAGORE VANVALIN INVESTMENT GROUP held 9,988 XLE shares at 2025-06-30 per its 13F-HR filed 2025-07-10.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 9,988 shares
    Change vs previous 13F -64,761 shares

    0.37% of the 13F portfolio, value $933,333.

    13F-HR 0001398344-25-013001 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 74,749 shares
    Change vs previous 13F +73,594 shares

    1.64% of the 13F portfolio, value $6,402,973.

    13F-HR 0001398344-25-006386 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 1,155 shares
    Change vs previous 13F -222 shares

    0.03% of the 13F portfolio, value $101,448.

    13F-HR 0001398344-24-019859 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 1,377 shares
    Change vs previous 13F -25,531 shares

    0.04% of the 13F portfolio, value $125,499.

    13F-HR 0001398344-24-014731 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 26,908 shares
    Change vs previous 13F +6,309 shares

    0.76% of the 13F portfolio, value $2,540,383.

    13F-HR 0001398344-24-009673 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 20,599 shares
    Change vs previous 13F -11,382 shares

    0.64% of the 13F portfolio, value $1,727,035.

    13F-HR 0001398344-24-001410 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 31,981 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,890,787.

    13F-HR 0001398344-23-020359 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
    Filed (acceptance time not in the bulk data set), ingested

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