Skip to content
Disclosery

Prota Financial, LLC: XLE position timeline

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

Prota Financial, LLC held 4,000 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,000 shares
    Change vs previous 13F -1,368 shares

    0.16% of the 13F portfolio, value $250,800.

    13F-HR 0001754960-26-000817 filed by Prota Financial, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,368 shares
    Change vs previous 13F -1,970 shares

    0.19% of the 13F portfolio, value $283,484.

    13F-HR 0001754960-26-000410 filed by Prota Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,338 shares
    Change vs previous 13F -129,503 shares

    0.33% of the 13F portfolio, value $449,526.

    13F-HR 0001754960-26-000215 filed by Prota Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 136,841 shares
    Change vs previous 13F not available

    4.41% of the 13F portfolio, value $6,118,161.

    13F-HR 0001754960-26-000216 filed by Prota Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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