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Disclosery

Trilogy Capital Inc.: XLE position timeline

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

Trilogy Capital Inc. held 287,631 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 287,631 shares
    Change vs previous 13F -29,941 shares

    0.6% of the 13F portfolio, value $15,276,091.

    13F-HR 0001722512-26-000004 filed by Trilogy Capital Inc.
    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 317,572 shares
    Change vs previous 13F -175,709 shares

    0.87% of the 13F portfolio, value $19,454,446.

    13F-HR 0001722512-26-000003 filed by Trilogy Capital Inc.
    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 493,281 shares
    Change vs previous 13F +422,370 shares

    0.99% of the 13F portfolio, value $22,054,593.

    13F-HR 0001722512-26-000001 filed by Trilogy Capital Inc.
    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 70,911 shares
    Change vs previous 13F -56,595 shares

    0.29% of the 13F portfolio, value $6,335,206.

    13F-HR 0001722512-25-000007 filed by Trilogy Capital Inc.
    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 127,506 shares
    Change vs previous 13F +111,873 shares

    0.53% of the 13F portfolio, value $10,813,789.

    13F-HR 0001722512-25-000006 filed by Trilogy Capital Inc.
    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 15,633 shares
    Change vs previous 13F -18,592 shares

    0.08% of the 13F portfolio, value $1,460,901.

    13F-HR 0001722512-25-000004 filed by Trilogy Capital Inc.
    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 34,225 shares
    Change vs previous 13F -31,227 shares

    0.15% of the 13F portfolio, value $2,931,680.

    13F-HR 0001722512-25-000002 filed by Trilogy Capital Inc.
    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 65,452 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $5,746,668.

    13F-HR 0001722512-24-000007 filed by Trilogy Capital Inc.
    Filed (acceptance time not in the bulk data set), ingested

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