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Disclosery

Pineridge Advisors LLC: XLE position timeline

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

Pineridge Advisors LLC held 76 XLE shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 76 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $6,753.

    13F-HR 0002012421-25-000010 filed by Pineridge Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 75 shares
    Change vs previous 13F -115 shares

    <0.01% of the 13F portfolio, value $6,358.

    13F-HR 0002012421-25-000007 filed by Pineridge Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 190 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $17,795.

    13F-HR 0002012421-25-000006 filed by Pineridge Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 189 shares
    Change vs previous 13F -234 shares

    0.01% of the 13F portfolio, value $16,226.

    13F-HR 0002012421-25-000001 filed by Pineridge Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 423 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $37,112.

    13F-HR 0002012421-24-000007 filed by Pineridge Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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