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VISION FINANCIAL MARKETS LLC: XLE position timeline

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

VISION FINANCIAL MARKETS LLC held 487 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 487 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $25,712.

    13F-HR 0001378145-26-000008 filed by VISION FINANCIAL MARKETS 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 486 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $29,772.

    13F-HR 0001378145-26-000007 filed by VISION FINANCIAL MARKETS 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 486 shares
    Change vs previous 13F +243 shares

    0.02% of the 13F portfolio, value $21,695.

    13F-HR 0001378145-26-000004 filed by VISION FINANCIAL MARKETS 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 243 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $21,640.

    13F-HR 0001378145-25-000018 filed by VISION FINANCIAL MARKETS 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 242 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $20,501.

    13F-HR 0001378145-25-000013 filed by VISION FINANCIAL MARKETS 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 242 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $22,542.

    13F-HR 0001378145-25-000011 filed by VISION FINANCIAL MARKETS 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 241 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $20,625.

    13F-HR 0001378145-25-000004 filed by VISION FINANCIAL MARKETS LLC
    Filed (acceptance time not in the bulk data set), ingested

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