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Disclosery

Solitude Financial Services: XLE position timeline

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

Solitude Financial Services held 237,235 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 237,235 shares
    Change vs previous 13F +22,006 shares

    3.49% of the 13F portfolio, value $12,599,525.

    13F-HR 0001839890-26-000004 filed by Solitude Financial Services
    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 215,229 shares
    Change vs previous 13F -42,271 shares

    3.55% of the 13F portfolio, value $12,001,142.

    13F-HR 0001839890-26-000003 filed by Solitude Financial Services
    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 257,500 shares
    Change vs previous 13F +121,140 shares

    3.8% of the 13F portfolio, value $11,512,803.

    13F-HR 0001839890-26-000001 filed by Solitude Financial Services
    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 136,360 shares
    Change vs previous 13F -128 shares

    4.17% of the 13F portfolio, value $12,182,359.

    13F-HR 0001839890-25-000006 filed by Solitude Financial Services
    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 136,488 shares
    Change vs previous 13F +13,262 shares

    4.19% of the 13F portfolio, value $11,575,506.

    13F-HR 0001839890-25-000005 filed by Solitude Financial Services
    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 123,226 shares
    Change vs previous 13F -3,543 shares

    4.47% of the 13F portfolio, value $11,515,424.

    13F-HR 0001839890-25-000004 filed by Solitude Financial Services
    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 126,769 shares
    Change vs previous 13F -2,052 shares

    4.75% of the 13F portfolio, value $10,858,991.

    13F-HR 0001839890-25-000001 filed by Solitude Financial Services
    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 128,821 shares
    Change vs previous 13F not available

    4.83% of the 13F portfolio, value $11,310,441.

    13F-HR 0001839890-24-000006 filed by Solitude Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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