Tripletail Wealth Management, LLC: XLE position timeline

Tripletail Wealth Management, LLC held 4,800 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 4,800 shares

   Change vs previous 13F +1,400 shares

   0.29% of the 13F portfolio, value $255,456.

   13F-HR 0002079812-26-000003 filed by Tripletail Wealth Management, LLC
   Filed 2026-08-14 (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 3,400 shares

   Change vs previous 13F -1,790 shares

   0.27% of the 13F portfolio, value $201,450.

   13F-HR 0002079812-26-000002 filed by Tripletail Wealth Management, LLC
   Filed 2026-05-14 (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 5,190 shares

   Change vs previous 13F +2,595 shares

   0.29% of the 13F portfolio, value $232,045.

   13F-HR 0002079812-26-000001 filed by Tripletail Wealth Management, LLC
   Filed 2026-02-12 (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 2,595 shares

   Change vs previous 13F -150 shares

   0.27% of the 13F portfolio, value $231,539.

   13F-HR 0002079812-25-000002 filed by Tripletail Wealth Management, LLC
   Filed 2025-10-20 (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 2,745 shares

   Change vs previous 13F not available

   0.33% of the 13F portfolio, value $231,774.

   13F-HR 0001667731-25-001116 filed by Tripletail Wealth Management, LLC
   Filed 2025-08-14 (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).