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Disclosery

Planning Capital Management Corp: XLE position timeline

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

Planning Capital Management Corp held 1,466 XLE shares at 2024-09-30 per its 13F-HR filed 2024-11-06.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 1,466 shares
    Change vs previous 13F +614 shares

    0.09% of the 13F portfolio, value $128,728.

    13F-HR 0002012016-24-000005 filed by Planning Capital Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 852 shares
    Change vs previous 13F -78 shares

    0.05% of the 13F portfolio, value $77,692.

    13F-HR 0002012016-24-000003 filed by Planning Capital Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 930 shares
    Change vs previous 13F -560 shares

    0.06% of the 13F portfolio, value $87,782.

    13F-HR 0002012016-24-000002 filed by Planning Capital Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 1,490 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $124,934.

    13F-HR 0002012016-24-000001 filed by Planning Capital Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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