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SignalPoint Asset Management, LLC: XLE position timeline

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

SignalPoint Asset Management, LLC held 6,512 XLE shares at 2024-12-31 per its 13F-HR filed 2025-01-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 6,512 shares
    Change vs previous 13F -238 shares

    0.14% of the 13F portfolio, value $557,779.

    13F-HR 0001754960-25-000023 filed by SignalPoint Asset 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 ended2024-09-30
    13F 6,750 shares
    Change vs previous 13F +49 shares

    0.14% of the 13F portfolio, value $588,504.

    13F-HR 0001754960-24-000475 filed by SignalPoint Asset 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 ended2024-06-30
    13F 6,701 shares
    Change vs previous 13F -330 shares

    0.16% of the 13F portfolio, value $610,757.

    13F-HR 0001754960-24-000307 filed by SignalPoint Asset 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 ended2024-03-31
    13F 7,031 shares
    Change vs previous 13F +176 shares

    0.18% of the 13F portfolio, value $656,781.

    13F-HR 0001754960-24-000134 filed by SignalPoint Asset 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 ended2023-12-31
    13F 6,855 shares
    Change vs previous 13F +140 shares

    0.17% of the 13F portfolio, value $574,000.

    13F-HR 0001754960-24-000032 filed by SignalPoint Asset 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 ended2023-09-30
    13F 6,715 shares
    Change vs previous 13F +1,095 shares

    0.19% of the 13F portfolio, value $606,963.

    13F-HR 0001754960-23-000279 filed by SignalPoint Asset 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 ended2023-06-30
    13F 5,620 shares
    Change vs previous 13F +75 shares

    0.14% of the 13F portfolio, value $456,201.

    13F-HR 0001754960-23-000178 filed by SignalPoint Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 5,545 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $459,000.

    13F-HR 0001754960-23-000109 filed by SignalPoint Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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