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Disclosery

Sincerus Advisory, LLC: XLE position timeline

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

Sincerus Advisory, LLC held 3,693 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,693 shares
    Change vs previous 13F +3,693 shares

    0.15% of the 13F portfolio, value $227,148.

    13F-HR 0002050968-26-000004 filed by Sincerus Advisory, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -3,668 shares

    13F-HR 0002050968-26-000003 filed by Sincerus Advisory, LLC
    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.

  3. period ended2026-03-31
    13F 3,668 shares
    Change vs previous 13F +3,668 shares

    0.17% of the 13F portfolio, value $224,711.

    13F-HR 0002050968-26-000002 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,650 shares

    13F-HR 0001754960-25-000228 filed by Sincerus Advisory, LLC
    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.

  5. period ended2024-12-31
    13F 2,650 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $226,991.

    13F-HR 0001754960-25-000099 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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