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Sharper & Granite LLC: XLE position timeline

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

Sharper & Granite LLC held 23,880 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,880 shares
    Change vs previous 13F +2,690 shares

    0.39% of the 13F portfolio, value $1,268,267.

    13F-HR 0001959415-26-000003 filed by Sharper & Granite 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 21,190 shares
    Change vs previous 13F +200 shares

    0.44% of the 13F portfolio, value $1,298,100.

    13F-HR 0001959415-26-000002 filed by Sharper & Granite 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 20,990 shares
    Change vs previous 13F +11,470 shares

    0.33% of the 13F portfolio, value $938,463.

    13F-HR 0001959415-26-000001 filed by Sharper & Granite 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 9,520 shares
    Change vs previous 13F -5,702 shares

    0.3% of the 13F portfolio, value $850,517.

    13F-HR 0001959415-25-000002 filed by Sharper & Granite 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 15,222 shares
    Change vs previous 13F -3,613 shares

    0.5% of the 13F portfolio, value $1,323,249.

    13F-HR 0001085146-25-004342 filed by Sharper & Granite 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 18,835 shares
    Change vs previous 13F -541 shares

    0.73% of the 13F portfolio, value $1,760,139.

    13F-HR 0001085146-25-002446 filed by Sharper & Granite 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 19,376 shares
    Change vs previous 13F +2,165 shares

    0.73% of the 13F portfolio, value $1,659,751.

    13F-HR 0001085146-25-000169 filed by Sharper & Granite 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 17,211 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,511,126.

    13F-HR 0001085146-24-005250 filed by Sharper & Granite LLC
    Filed (acceptance time not in the bulk data set), ingested

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