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Disclosery

Variant Private Wealth, LLC: XLE position timeline

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

Variant Private Wealth, LLC held 53,573 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,573 shares
    Change vs previous 13F +308 shares

    3.2% of the 13F portfolio, value $2,845,274.

    13F-HR 0002054798-26-000003 filed by Variant Private Wealth, 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 53,265 shares
    Change vs previous 13F +325 shares

    3.95% of the 13F portfolio, value $3,262,988.

    13F-HR 0002054798-26-000002 filed by Variant Private Wealth, 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 52,940 shares
    Change vs previous 13F +24,054 shares

    2.46% of the 13F portfolio, value $2,366,970.

    13F-HR 0002054798-26-000001 filed by Variant Private Wealth, 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 28,886 shares
    Change vs previous 13F -214 shares

    2.38% of the 13F portfolio, value $2,580,652.

    13F-HR 0002054798-25-000006 filed by Variant Private Wealth, 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 29,100 shares
    Change vs previous 13F +19 shares

    2.56% of the 13F portfolio, value $2,467,994.

    13F-HR 0002054798-25-000003 filed by Variant Private Wealth, 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 29,081 shares
    Change vs previous 13F -19,012 shares

    2.92% of the 13F portfolio, value $2,717,612.

    13F-HR 0002054798-25-000002 filed by Variant Private Wealth, 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 48,093 shares
    Change vs previous 13F not available

    3.93% of the 13F portfolio, value $4,119,661.

    13F-HR 0002054798-25-000001 filed by Variant Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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