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QUATTRO FINANCIAL ADVISORS LLC: XLE position timeline

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

QUATTRO FINANCIAL ADVISORS LLC held 0 XLE shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -5,658 shares

    13F-HR 0001214659-25-015139 filed by QUATTRO FINANCIAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 5,658 shares
    Change vs previous 13F -493 shares

    0.17% of the 13F portfolio, value $479,855.

    13F-HR 0001214659-25-010696 filed by QUATTRO FINANCIAL 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 ended2025-03-31
    13F 6,151 shares
    Change vs previous 13F +908 shares

    0.2% of the 13F portfolio, value $574,811.

    13F-HR 0001214659-25-006546 filed by QUATTRO FINANCIAL 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 ended2024-12-31
    13F/A 5,243 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $485,371.

    13F-HR/A 0001214659-25-001430 filed by QUATTRO FINANCIAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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