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Viewpoint Capital Management LLC: XLE position timeline

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

Viewpoint Capital Management LLC held 1,490 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,490 shares
    Change vs previous 13F -4,350 shares

    0.04% of the 13F portfolio, value $81,801.

    13F-HR 0001398344-26-013442 filed by Viewpoint Capital Management 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 5,840 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $357,758.

    13F-HR 0001398344-26-006658 filed by Viewpoint Capital Management 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 5,840 shares
    Change vs previous 13F +2,920 shares

    0.11% of the 13F portfolio, value $261,106.

    13F-HR 0001398344-26-002697 filed by Viewpoint Capital Management 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 2,920 shares
    Change vs previous 13F -200 shares

    0.11% of the 13F portfolio, value $260,873.

    13F-HR 0001398344-25-019500 filed by Viewpoint Capital Management 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 3,120 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $264,607.

    13F-HR 0001398344-25-013538 filed by Viewpoint Capital Management 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 3,120 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $291,564.

    13F-HR 0001398344-25-008026 filed by Viewpoint Capital Management 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 3,120 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $267,259.

    13F-HR 0001398344-25-001366 filed by Viewpoint Capital Management LLC
    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 3,120 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $272,033.

    13F-HR 0001398344-24-019294 filed by Viewpoint Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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