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Disclosery

WINCAP FINANCIAL LLC: XLE position timeline

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

WINCAP FINANCIAL LLC held 41,560 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,560 shares
    Change vs previous 13F +3,602 shares

    1.19% of the 13F portfolio, value $2,207,233.

    13F-HR 0001951757-26-000950 filed by WINCAP FINANCIAL 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 37,958 shares
    Change vs previous 13F +1,564 shares

    1.55% of the 13F portfolio, value $2,325,305.

    13F-HR 0001951757-26-000558 filed by WINCAP FINANCIAL 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 36,394 shares
    Change vs previous 13F +18,554 shares

    1.12% of the 13F portfolio, value $1,627,163.

    13F-HR 0001951757-26-000084 filed by WINCAP FINANCIAL 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 17,840 shares
    Change vs previous 13F -4,971 shares

    1.1% of the 13F portfolio, value $1,593,800.

    13F-HR 0001951757-25-001309 filed by WINCAP FINANCIAL 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 22,811 shares
    Change vs previous 13F -834 shares

    1.55% of the 13F portfolio, value $1,934,620.

    13F-HR 0001951757-25-001010 filed by WINCAP FINANCIAL 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 23,645 shares
    Change vs previous 13F +358 shares

    2.1% of the 13F portfolio, value $2,209,610.

    13F-HR 0001951757-25-000530 filed by WINCAP FINANCIAL 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 23,287 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $1,994,803.

    13F-HR 0001951757-25-000529 filed by WINCAP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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