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RED CEDAR INVESTMENT MANAGEMENT, LLC: XLE position timeline

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

RED CEDAR INVESTMENT MANAGEMENT, LLC held 289,711 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 289,711 shares
    Change vs previous 13F -35,992 shares

    1.46% of the 13F portfolio, value $15,386,551.

    13F-HR 0001734398-26-000004 filed by RED CEDAR INVESTMENT MANAGEMENT, 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 325,703 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $19,952,566.

    13F-HR 0001734398-26-000003 filed by RED CEDAR INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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