Skip to content
Disclosery

SCS Capital Management LLC: XLE position timeline

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

SCS Capital Management LLC held 41,345 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,345 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $2,195,853.

    13F-HR 0001303159-26-000003 filed by SCS Capital 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 41,338 shares
    Change vs previous 13F -699 shares

    0.03% of the 13F portfolio, value $2,532,371.

    13F-HR 0001303159-26-000002 filed by SCS Capital Management 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 42,037 shares
    Change vs previous 13F +21,070 shares

    0.02% of the 13F portfolio, value $1,879,457.

    13F-HR 0001303159-26-000001 filed by SCS Capital Management 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 20,967 shares
    Change vs previous 13F -4,745 shares

    0.02% of the 13F portfolio, value $1,873,196.

    13F-HR 0001303159-25-000012 filed by SCS Capital Management 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 25,712 shares
    Change vs previous 13F +4,113 shares

    0.02% of the 13F portfolio, value $2,180,649.

    13F-HR 0001303159-25-000004 filed by SCS Capital Management 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/A 21,599 shares
    Change vs previous 13F +2,434 shares

    0.03% of the 13F portfolio, value $2,018,455.

    13F-HR/A 0001303159-25-000003 filed by SCS Capital Management 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 19,165 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,641,688.

    13F-HR 0001303159-25-000001 filed by SCS Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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