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Disclosery

Tidal Investments LLC: XLE position timeline

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

Tidal Investments LLC held 46,152 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 46,152 shares
    Change vs previous 13F -1,268,277 shares

    0.01% of the 13F portfolio, value $2,451,133.

    13F-HR 0002000324-26-003371 filed by Tidal Investments 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 1,314,429 shares
    Change vs previous 13F +1,289,759 shares

    0.25% of the 13F portfolio, value $80,538,262.

    13F-HR 0002000324-26-001933 filed by Tidal Investments 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 24,670 shares
    Change vs previous 13F +14,564 shares

    <0.01% of the 13F portfolio, value $1,102,996.

    13F-HR 0001600064-26-000002 filed by Tidal Investments 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 10,106 shares
    Change vs previous 13F -106 shares

    <0.01% of the 13F portfolio, value $902,870.

    13F-HR 0001600064-25-000011 filed by Tidal Investments 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 10,212 shares
    Change vs previous 13F -24,478 shares

    0.01% of the 13F portfolio, value $866,080.

    13F-HR 0001600064-25-000009 filed by Tidal Investments 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 34,690 shares
    Change vs previous 13F +24,996 shares

    0.03% of the 13F portfolio, value $3,241,781.

    13F-HR 0001600064-25-000007 filed by Tidal Investments 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 9,694 shares
    Change vs previous 13F -6,355 shares

    0.01% of the 13F portfolio, value $830,388.

    13F-HR 0001600064-25-000003 filed by Tidal Investments 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/A 16,049 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,409,102.

    13F-HR/A 0001600064-24-000008 filed by Tidal Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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