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Disclosery

TCP Asset Management, LLC: XLE position timeline

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

TCP Asset Management, LLC held 14,951 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,951 shares
    Change vs previous 13F +9 shares

    0.09% of the 13F portfolio, value $794,053.

    13F-HR 0002085853-26-000732 filed by TCP Asset Management, 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 14,942 shares
    Change vs previous 13F +3,518 shares

    0.12% of the 13F portfolio, value $915,345.

    13F-HR 0002085853-26-000334 filed by TCP Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 11,424 shares
    Change vs previous 13F +5,717 shares

    0.09% of the 13F portfolio, value $510,766.

    13F-HR 0002085853-26-000013 filed by TCP Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 5,707 shares
    Change vs previous 13F -130 shares

    0.09% of the 13F portfolio, value $509,819.

    13F-HR 0002085853-25-000018 filed by TCP Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,837 shares
    Change vs previous 13F -14 shares

    0.1% of the 13F portfolio, value $495,072.

    13F-HR 0001667731-25-001101 filed by TCP Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,851 shares
    Change vs previous 13F +5 shares

    0.12% of the 13F portfolio, value $546,796.

    13F-HR 0001667731-25-000534 filed by TCP Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 5,846 shares
    Change vs previous 13F +1,876 shares

    0.11% of the 13F portfolio, value $500,742.

    13F-HR 0001667731-25-000031 filed by TCP Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,970 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $348,542.

    13F-HR 0001961898-24-000005 filed by TCP Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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