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SYON CAPITAL LLC: XLE position timeline

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

SYON CAPITAL LLC held 30,996 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 30,996 shares
    Change vs previous 13F -6,590 shares

    0.07% of the 13F portfolio, value $1,646,198.

    13F-HR 0001765380-26-000390 filed by SYON CAPITAL 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 37,586 shares
    Change vs previous 13F +37,586 shares

    0.12% of the 13F portfolio, value $2,302,518.

    13F-HR 0001765380-26-000209 filed by SYON CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,744 shares

    13F-HR 0001765380-25-000446 filed by SYON CAPITAL 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.

  4. period ended2025-06-30
    13F 2,744 shares
    Change vs previous 13F -444 shares

    0.02% of the 13F portfolio, value $232,719.

    13F-HR 0001765380-25-000375 filed by SYON CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 3,188 shares
    Change vs previous 13F -2,405 shares

    0.02% of the 13F portfolio, value $297,919.

    13F-HR 0001765380-25-000234 filed by SYON CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 5,593 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $479,096.

    13F-HR 0001765380-25-000106 filed by SYON CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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