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Disclosery

AlTi Global, Inc.: XLE position timeline

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

AlTi Global, Inc. held 146,918 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,918 shares
    Change vs previous 13F -5,688 shares

    0.16% of the 13F portfolio, value $7,802,815.

    13F-HR 0001838615-26-000004 filed by AlTi Global, Inc.
    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 152,606 shares
    Change vs previous 13F +3,718 shares

    0.2% of the 13F portfolio, value $9,344,096.

    13F-HR 0001838615-26-000003 filed by AlTi Global, Inc.
    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 148,888 shares
    Change vs previous 13F +73,718 shares

    0.14% of the 13F portfolio, value $6,656,782.

    13F-HR 0001838615-26-000002 filed by AlTi Global, Inc.
    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 75,170 shares
    Change vs previous 13F -14,835 shares

    0.16% of the 13F portfolio, value $6,715,687.

    13F-HR 0001085146-25-005972 filed by AlTi Global, Inc.
    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 90,005 shares
    Change vs previous 13F -4,569 shares

    0.2% of the 13F portfolio, value $7,929,414.

    13F-HR 0001085146-25-004347 filed by AlTi Global, Inc.
    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 94,574 shares
    Change vs previous 13F -9,684 shares

    0.23% of the 13F portfolio, value $8,837,970.

    13F-HR 0001085146-25-003243 filed by AlTi Global, Inc.
    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 104,258 shares
    Change vs previous 13F -3,385 shares

    0.23% of the 13F portfolio, value $9,624,226.

    13F-HR 0001085146-25-001496 filed by AlTi Global, Inc.
    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 107,643 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $9,451,077.

    13F-HR 0001085146-24-005921 filed by AlTi Global, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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