Traynor Capital Management, Inc.: XLE position timeline

Traynor Capital Management, Inc. held 132,831 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 132,831 shares

   Change vs previous 13F +1,499 shares

   0.33% of the 13F portfolio, value $7,054,670.

   13F-HR 0001172661-26-002733 filed by Traynor Capital Management, Inc.
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 131,332 shares

   Change vs previous 13F -2,052 shares

   0.48% of the 13F portfolio, value $8,137,321.

   13F-HR 0001172661-26-001988 filed by Traynor Capital Management, Inc.
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 133,384 shares

   Change vs previous 13F +66,709 shares

   0.33% of the 13F portfolio, value $5,963,577.

   13F-HR 0001172661-26-000159 filed by Traynor Capital Management, Inc.
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 66,675 shares

   Change vs previous 13F +63,362 shares

   0.34% of the 13F portfolio, value $5,956,746.

   13F-HR 0001172661-25-004543 filed by Traynor Capital Management, Inc.
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,313 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $283,138.

   13F-HR 0001172661-25-002929 filed by Traynor Capital Management, Inc.
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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