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Tradewinds Capital Management, LLC: XLE position timeline

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

Tradewinds Capital Management, LLC held 795,536 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 795,536 shares
    Change vs previous 13F +678,574 shares

    7.51% of the 13F portfolio, value $42,250,934.

    13F-HR 0001616026-26-000007 filed by Tradewinds Capital 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 116,962 shares
    Change vs previous 13F +104,309 shares

    1.42% of the 13F portfolio, value $7,165,109.

    13F-HR 0001616026-26-000005 filed by Tradewinds Capital 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 12,653 shares
    Change vs previous 13F +6,302 shares

    0.12% of the 13F portfolio, value $565,732.

    13F-HR 0001616026-26-000002 filed by Tradewinds Capital 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 6,351 shares
    Change vs previous 13F +78 shares

    0.13% of the 13F portfolio, value $567,414.

    13F-HR 0001616026-25-000007 filed by Tradewinds Capital 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 6,273 shares
    Change vs previous 13F +71 shares

    0.13% of the 13F portfolio, value $531,979.

    13F-HR 0001616026-25-000004 filed by Tradewinds Capital 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 6,202 shares
    Change vs previous 13F -31 shares

    0.16% of the 13F portfolio, value $579,577.

    13F-HR 0001616026-25-000003 filed by Tradewinds Capital 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 6,233 shares
    Change vs previous 13F -3,509 shares

    0.14% of the 13F portfolio, value $533,919.

    13F-HR 0001616026-25-000001 filed by Tradewinds Capital 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 9,742 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $855,348.

    13F-HR 0001616026-24-000007 filed by Tradewinds Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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