Skip to content
Disclosery

Pacific Sun Financial Corp: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pacific Sun Financial Corp on XLE, newest first. How the timeline and the estimate are built.

Pacific Sun Financial Corp held 15,698 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,698 shares
    Change vs previous 13F +1,266 shares

    0.34% of the 13F portfolio, value $833,721.

    13F-HR 0000947517-26-000003 filed by Pacific Sun Financial Corp
    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 14,432 shares
    Change vs previous 13F +934 shares

    0.43% of the 13F portfolio, value $884,104.

    13F-HR 0000947517-26-000002 filed by Pacific Sun Financial Corp
    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 13,498 shares
    Change vs previous 13F +6,952 shares

    0.29% of the 13F portfolio, value $603,496.

    13F-HR 0000947517-26-000001 filed by Pacific Sun Financial Corp
    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 6,546 shares
    Change vs previous 13F +622 shares

    0.28% of the 13F portfolio, value $584,820.

    13F-HR 0000947517-25-000003 filed by Pacific Sun Financial Corp
    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 5,924 shares
    Change vs previous 13F +795 shares

    0.26% of the 13F portfolio, value $502,414.

    13F-HR 0001085146-25-004312 filed by Pacific Sun Financial Corp
    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 5,129 shares
    Change vs previous 13F +1,488 shares

    0.27% of the 13F portfolio, value $479,305.

    13F-HR 0001085146-25-002139 filed by Pacific Sun Financial Corp
    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 3,641 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $311,888.

    13F-HR 0001085146-25-000703 filed by Pacific Sun Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

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