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Disclosery

TAP Consulting, LLC: XLE position timeline

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

TAP Consulting, LLC held 36,458 XLE shares at 2024-12-31 per its 13F-HR filed 2025-02-11.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 36,458 shares
    Change vs previous 13F -2,917 shares

    0.64% of the 13F portfolio, value $3,122,983.

    13F-HR 0001085146-25-000975 filed by TAP Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 39,375 shares
    Change vs previous 13F -713 shares

    0.68% of the 13F portfolio, value $3,457,153.

    13F-HR 0001085146-24-004759 filed by TAP Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 40,088 shares
    Change vs previous 13F +35,827 shares

    0.77% of the 13F portfolio, value $3,654,000.

    13F-HR 0001085146-24-003526 filed by TAP Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 4,261 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $402,314.

    13F-HR 0001085146-24-001946 filed by TAP Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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