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Disclosery

Talon Private Wealth, LLC: XLE position timeline

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

Talon Private Wealth, LLC held 13,758 XLE shares at 2026-06-30 per its 13F-HR filed 2026-09-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,758 shares
    Change vs previous 13F +10,328 shares

    0.09% of the 13F portfolio, value $730,740.

    13F-HR 0001990467-26-000004 filed by Talon Private Wealth, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 3,430 shares
    Change vs previous 13F +719 shares

    0.03% of the 13F portfolio, value $210,136.

    13F-HR 0001990467-26-000001 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 2,711 shares
    Change vs previous 13F -2,372 shares

    0.03% of the 13F portfolio, value $229,943.

    13F-HR 0001990467-25-000006 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 5,083 shares
    Change vs previous 13F -7,952 shares

    0.06% of the 13F portfolio, value $475,024.

    13F-HR 0001990467-25-000005 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F/A 13,035 shares
    Change vs previous 13F +9,448 shares

    0.23% of the 13F portfolio, value $1,116,615.

    13F-HR/A 0001990467-25-000003 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 3,587 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $314,939.

    13F-HR 0001990467-25-000004 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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