Skip to content
Disclosery

Round Rock Advisors LLC: XLE position timeline

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

Round Rock Advisors LLC held 3,980 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 3,980 shares
    Change vs previous 13F -219 shares

    0.03% of the 13F portfolio, value $211,384.

    13F-HR 0001951757-26-001257 filed by Round Rock Advisors 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 4,199 shares
    Change vs previous 13F -50,435 shares

    0.04% of the 13F portfolio, value $257,227.

    13F-HR 0001951757-26-000878 filed by Round Rock 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 ended2025-12-31
    13F/A 54,634 shares
    Change vs previous 13F +23,382 shares

    0.37% of the 13F portfolio, value $2,442,681.

    13F-HR/A 0001951757-26-000520 filed by Round Rock 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 ended2025-09-30
    13F 31,252 shares
    Change vs previous 13F -4,652 shares

    0.44% of the 13F portfolio, value $2,792,082.

    13F-HR 0001951757-25-001443 filed by Round Rock Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 35,904 shares
    Change vs previous 13F -17,890 shares

    0.53% of the 13F portfolio, value $3,045,034.

    13F-HR 0001951757-25-001039 filed by Round Rock Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 53,794 shares
    Change vs previous 13F +388 shares

    0.93% of the 13F portfolio, value $5,027,057.

    13F-HR 0001951757-25-000487 filed by Round Rock Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 53,406 shares
    Change vs previous 13F +1,057 shares

    0.94% of the 13F portfolio, value $4,574,763.

    13F-HR 0001951757-25-000115 filed by Round Rock Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 52,349 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $4,596,246.

    13F-HR 0001951757-24-001162 filed by Round Rock Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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