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Sloy Dahl & Holst, LLC: XLE position timeline

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

Sloy Dahl & Holst, LLC held 14,073 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,073 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $747,418.

    13F-HR 0001172661-26-003355 filed by Sloy Dahl & Holst, 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 14,073 shares
    Change vs previous 13F -665 shares

    0.12% of the 13F portfolio, value $862,112.

    13F-HR 0001172661-26-001837 filed by Sloy Dahl & Holst, 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 14,738 shares
    Change vs previous 13F +7,484 shares

    0.08% of the 13F portfolio, value $658,936.

    13F-HR 0001172661-26-000460 filed by Sloy Dahl & Holst, 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 7,254 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $648,073.

    13F-HR 0001172661-25-004280 filed by Sloy Dahl & Holst, 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 7,254 shares
    Change vs previous 13F +60 shares

    0.09% of the 13F portfolio, value $615,212.

    13F-HR 0001172661-25-002811 filed by Sloy Dahl & Holst, 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 7,194 shares
    Change vs previous 13F -635 shares

    0.12% of the 13F portfolio, value $672,280.

    13F-HR 0001172661-25-001648 filed by Sloy Dahl & Holst, 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 7,829 shares
    Change vs previous 13F -200 shares

    0.09% of the 13F portfolio, value $670,633.

    13F-HR 0001172661-25-000355 filed by Sloy Dahl & Holst, 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 8,029 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $704,947.

    13F-HR 0001172661-24-004297 filed by Sloy Dahl & Holst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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