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Procyon Advisors, LLC: XLE position timeline

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

Procyon Advisors, LLC held 41,909 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,909 shares
    Change vs previous 13F -2,998 shares

    0.1% of the 13F portfolio, value $2,225,785.

    13F-HR 0001951757-26-000939 filed by Procyon 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 ended2026-03-31
    13F 44,907 shares
    Change vs previous 13F +5,563 shares

    0.14% of the 13F portfolio, value $2,750,983.

    13F-HR 0001951757-26-000765 filed by Procyon 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 ended2025-12-31
    13F 39,344 shares
    Change vs previous 13F +27,560 shares

    0.09% of the 13F portfolio, value $1,759,086.

    13F-HR 0001951757-26-000027 filed by Procyon 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 ended2025-09-30
    13F 11,784 shares
    Change vs previous 13F -1,439 shares

    0.06% of the 13F portfolio, value $1,052,818.

    13F-HR 0001951757-25-001218 filed by Procyon 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 ended2025-06-30
    13F 13,223 shares
    Change vs previous 13F +1,037 shares

    0.11% of the 13F portfolio, value $1,121,476.

    13F-HR 0001951757-25-000600 filed by Procyon Advisors, LLC
    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 12,186 shares
    Change vs previous 13F +1,120 shares

    0.07% of the 13F portfolio, value $1,138,746.

    13F-HR 0001951757-25-000320 filed by Procyon Advisors, LLC
    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 11,066 shares
    Change vs previous 13F -1 shares

    0.06% of the 13F portfolio, value $947,908.

    13F-HR 0001951757-25-000036 filed by Procyon Advisors, LLC
    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 11,067 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $971,616.

    13F-HR 0001951757-24-001018 filed by Procyon Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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