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Disclosery

Spinnaker Investment Group, LLC: XLE position timeline

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

Spinnaker Investment Group, LLC held 25,987 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 25,987 shares
    Change vs previous 13F +1,795 shares

    0.25% of the 13F portfolio, value $1,598,201.

    13F-HR 0001911067-26-000005 filed by Spinnaker Investment Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,192 shares
    Change vs previous 13F +5,868 shares

    0.21% of the 13F portfolio, value $1,284,841.

    13F-HR 0001911067-26-000003 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 18,324 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,122,528.

    13F-HR 0001911067-26-000002 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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