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Proquility Private Wealth Partners, LLC: XLE position timeline

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

Proquility Private Wealth Partners, LLC held 77,961 XLE shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 77,961 shares
    Change vs previous 13F +8,137 shares

    2.25% of the 13F portfolio, value $7,285,455.

    13F-HR 0001172661-25-002154 filed by Proquility Private Wealth 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 ended2024-12-31
    13F 69,824 shares
    Change vs previous 13F -5,155 shares

    1.93% of the 13F portfolio, value $5,981,124.

    13F-HR 0001172661-25-000242 filed by Proquility Private Wealth 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 ended2024-09-30
    13F 74,979 shares
    Change vs previous 13F +9,879 shares

    2.11% of the 13F portfolio, value $6,583,156.

    13F-HR 0001172661-24-004260 filed by Proquility Private Wealth 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 ended2024-06-30
    13F 65,100 shares
    Change vs previous 13F -1,804 shares

    2.02% of the 13F portfolio, value $5,933,865.

    13F-HR 0001172661-24-003180 filed by Proquility Private Wealth 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 ended2024-03-31
    13F 66,904 shares
    Change vs previous 13F +6,810 shares

    2.16% of the 13F portfolio, value $6,316,407.

    13F-HR 0001172661-24-001995 filed by Proquility Private Wealth 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 ended2023-12-31
    13F 60,094 shares
    Change vs previous 13F -1,515 shares

    1.91% of the 13F portfolio, value $5,038,281.

    13F-HR 0001172661-24-000686 filed by Proquility Private Wealth 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 ended2023-09-30
    13F 61,609 shares
    Change vs previous 13F -174 shares

    2.28% of the 13F portfolio, value $5,568,851.

    13F-HR 0001172661-23-003973 filed by Proquility Private Wealth 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 ended2023-06-30
    13F 61,783 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $5,014,968.

    13F-HR 0001172661-23-003254 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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