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Disclosery

Stonebrook Private Inc.: XLE position timeline

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

Stonebrook Private Inc. held 6,841 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,841 shares
    Change vs previous 13F +2,437 shares

    0.07% of the 13F portfolio, value $363,343.

    13F-HR 0001765380-26-000393 filed by Stonebrook Private Inc.
    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 4,404 shares
    Change vs previous 13F -679 shares

    0.06% of the 13F portfolio, value $269,809.

    13F-HR 0001765380-26-000202 filed by Stonebrook Private Inc.
    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 5,083 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $227,239.

    13F-HR 0001765380-26-000103 filed by Stonebrook Private Inc.
    Filed (acceptance time not in the bulk data set), ingested

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