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Disclosery

TRUEFG, LLC: XLE position timeline

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

TRUEFG, LLC held 4,246 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,246 shares
    Change vs previous 13F +121 shares

    0.05% of the 13F portfolio, value $225,505.

    13F-HR 0001214659-26-008631 filed by TRUEFG, 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 4,125 shares
    Change vs previous 13F -1,435 shares

    0.07% of the 13F portfolio, value $252,698.

    13F-HR 0001214659-26-004913 filed by TRUEFG, 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 5,560 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $248,588.

    13F-HR 0001214659-26-000715 filed by TRUEFG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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