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Disclosery

Platform Technology Partners: XLE position timeline

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

Platform Technology Partners held 26,583 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,583 shares
    Change vs previous 13F -855 shares

    0.23% of the 13F portfolio, value $1,411,832.

    13F-HR 0001830817-26-000003 filed by Platform Technology Partners
    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 27,438 shares
    Change vs previous 13F +5,001 shares

    0.32% of the 13F portfolio, value $1,680,867.

    13F-HR 0001830817-26-000002 filed by Platform Technology Partners
    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 22,437 shares
    Change vs previous 13F +11,649 shares

    0.21% of the 13F portfolio, value $1,003,143.

    13F-HR 0001830817-26-000001 filed by Platform Technology Partners
    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 10,788 shares
    Change vs previous 13F -186 shares

    0.23% of the 13F portfolio, value $963,787.

    13F-HR 0001830817-25-000008 filed by Platform Technology Partners
    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 10,974 shares
    Change vs previous 13F +429 shares

    0.24% of the 13F portfolio, value $930,705.

    13F-HR 0001830817-25-000005 filed by Platform Technology Partners
    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 10,545 shares
    Change vs previous 13F +125 shares

    0.29% of the 13F portfolio, value $985,414.

    13F-HR 0001830817-25-000002 filed by Platform Technology Partners
    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 10,420 shares
    Change vs previous 13F +2,978 shares

    0.27% of the 13F portfolio, value $892,585.

    13F-HR 0001830817-25-000001 filed by Platform Technology Partners
    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 7,442 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $653,373.

    13F-HR 0001830817-24-000004 filed by Platform Technology Partners
    Filed (acceptance time not in the bulk data set), ingested

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