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Disclosery

Regency Capital Management Inc.\DE: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Regency Capital Management Inc.\DE on XLE, newest first. How the timeline and the estimate are built.

Regency Capital Management Inc.\DE held 11,367 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,367 shares
    Change vs previous 13F -138,285 shares

    0.24% of the 13F portfolio, value $603,701.

    13F-HR 0001863894-26-000003 filed by Regency Capital Management Inc.\DE
    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 149,652 shares
    Change vs previous 13F +149,652 shares

    4.1% of the 13F portfolio, value $9,167,682.

    13F-HR 0001863894-26-000002 filed by Regency Capital Management Inc.\DE
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -30,229 shares

    13F-HR 0001863894-25-000005 filed by Regency Capital Management Inc.\DE
    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.

  4. period ended2025-06-30
    13F 30,229 shares
    Change vs previous 13F +30,229 shares

    1.34% of the 13F portfolio, value $2,563,721.

    13F-HR 0001863894-25-000004 filed by Regency Capital Management Inc.\DE
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001863894-24-000004 filed by Regency Capital Management Inc.\DE
    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.