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Disclosery

ICONIQ Capital, LLC: XLE position timeline

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

ICONIQ Capital, LLC held 6,051 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,051 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $321,369.

    13F-HR 0001011438-26-000517 filed by ICONIQ Capital, 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 6,051 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $370,684.

    13F-HR 0001011438-26-000321 filed by ICONIQ Capital, 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 6,051 shares
    Change vs previous 13F +3,051 shares

    <0.01% of the 13F portfolio, value $270,540.

    13F-HR 0001011438-26-000105 filed by ICONIQ Capital, 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 3,000 shares
    Change vs previous 13F +25 shares

    <0.01% of the 13F portfolio, value $268,020.

    13F-HR 0001011438-25-000558 filed by ICONIQ Capital, 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 2,975 shares
    Change vs previous 13F +25 shares

    <0.01% of the 13F portfolio, value $252,310.

    13F-HR 0001011438-25-000429 filed by ICONIQ Capital, 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 2,950 shares
    Change vs previous 13F +22 shares

    <0.01% of the 13F portfolio, value $275,678.

    13F-HR 0001011438-25-000273 filed by ICONIQ Capital, 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 2,928 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $250,812.

    13F-HR 0001011438-25-000133 filed by ICONIQ Capital, 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 2,904 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $254,971.

    13F-HR 0001011438-24-000607 filed by ICONIQ Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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