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Disclosery

Proficio Capital Partners LLC: XLE position timeline

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

Proficio Capital Partners LLC held 267,530 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 267,530 shares
    Change vs previous 13F +79,366 shares

    0.51% of the 13F portfolio, value $14,208,518.

    13F-HR 0001214659-26-010442 filed by Proficio Capital 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 ended2026-03-31
    13F 188,164 shares
    Change vs previous 13F +129,575 shares

    0.62% of the 13F portfolio, value $11,546,548.

    13F-HR 0001214659-26-006130 filed by Proficio Capital 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 ended2025-12-31
    13F 58,589 shares
    Change vs previous 13F +54,252 shares

    0.18% of the 13F portfolio, value $2,619,520.

    13F-HR 0001214659-26-001534 filed by Proficio Capital 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 ended2025-09-30
    13F/A 4,337 shares
    Change vs previous 13F -10,169,745 shares

    0.03% of the 13F portfolio, value $387,468.

    13F-HR/A 0001214659-25-016818 filed by Proficio Capital 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 ended2025-06-30
    13F 10,174,082 shares
    Change vs previous 13F +10,165,147 shares

    0.84% of the 13F portfolio, value $13,482,415.

    13F-HR 0001214659-25-011672 filed by Proficio Capital 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 ended2025-03-31
    13F 8,935 shares
    Change vs previous 13F +5,002 shares

    0.06% of the 13F portfolio, value $834,976.

    13F-HR 0001214659-25-007000 filed by Proficio Capital 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 ended2024-12-31
    13F/A 3,933 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $336,901.

    13F-HR/A 0001214659-25-002094 filed by Proficio Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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