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Private Portfolio Partners LLC: XLE position timeline

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

Private Portfolio Partners LLC held 34,518 XLE shares at 2024-12-31 per its 13F-HR filed 2025-02-12.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 34,518 shares
    Change vs previous 13F +851 shares

    0.54% of the 13F portfolio, value $2,956,822.

    13F-HR 0001766520-25-000001 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 33,667 shares
    Change vs previous 13F +910 shares

    0.55% of the 13F portfolio, value $2,955,997.

    13F-HR 0001766520-24-000006 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 32,757 shares
    Change vs previous 13F +414 shares

    2.43% of the 13F portfolio, value $2,985,787.

    13F-HR 0001766520-24-000003 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 32,343 shares
    Change vs previous 13F +333 shares

    0.64% of the 13F portfolio, value $3,053,475.

    13F-HR 0001766520-24-000002 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 32,010 shares
    Change vs previous 13F +2,062 shares

    0.62% of the 13F portfolio, value $2,683,709.

    13F-HR 0001766520-24-000001 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 29,948 shares
    Change vs previous 13F +995 shares

    0.7% of the 13F portfolio, value $2,707,037.

    13F-HR 0001766520-23-000004 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 28,953 shares
    Change vs previous 13F +2,520 shares

    0.6% of the 13F portfolio, value $2,350,083.

    13F-HR 0001766520-23-000003 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 26,433 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,189,426.

    13F-HR 0001766520-23-000001 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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