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Disclosery

Ransom Advisory, Ltd: XLE position timeline

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

Ransom Advisory, Ltd held 11,960 XLE shares at 2025-12-31 per its 13F-HR filed 2026-01-06.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 11,960 shares
    Change vs previous 13F +11,960 shares

    0.21% of the 13F portfolio, value $534,732.

    13F-HR 0002065136-26-000001 filed by Ransom Advisory, Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -4,280 shares

    13F-HR 0002065136-25-000003 filed by Ransom Advisory, Ltd
    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.

  3. period ended2024-12-31
    13F 4,280 shares
    Change vs previous 13F +200 shares

    0.17% of the 13F portfolio, value $366,625.

    13F-HR 0002065136-26-000005 filed by Ransom Advisory, Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 4,080 shares
    Change vs previous 13F +300 shares

    0.17% of the 13F portfolio, value $358,224.

    13F-HR 0002065136-26-000004 filed by Ransom Advisory, Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 3,780 shares
    Change vs previous 13F +350 shares

    0.17% of the 13F portfolio, value $344,547.

    13F-HR 0002065136-26-000003 filed by Ransom Advisory, Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 3,430 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $323,826.

    13F-HR 0002065136-26-000002 filed by Ransom Advisory, Ltd
    Filed (acceptance time not in the bulk data set), ingested

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