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1900 WEALTH MANAGEMENT LLC: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1900 WEALTH MANAGEMENT LLC on XLK, newest first. How the timeline and the estimate are built.

1900 WEALTH MANAGEMENT LLC held 11,763 XLK shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,763 shares
    Change vs previous 13F -72 shares

    0.12% of the 13F portfolio, value $2,302,634.

    13F-HR 0001791996-26-000006 filed by 1900 WEALTH MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,835 shares
    Change vs previous 13F +1,106 shares

    0.13% of the 13F portfolio, value $2,254,854.

    13F-HR 0001791996-26-000005 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,729 shares
    Change vs previous 13F +319 shares

    0.09% of the 13F portfolio, value $1,425,930.

    13F-HR 0001791996-26-000004 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,410 shares
    Change vs previous 13F +5,212 shares

    0.1% of the 13F portfolio, value $1,498,673.

    13F-HR 0001791996-26-000001 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,198 shares
    Change vs previous 13F +6 shares

    0.1% of the 13F portfolio, value $1,465,180.

    13F-HR 0001791996-25-000007 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,192 shares
    Change vs previous 13F +8 shares

    0.1% of the 13F portfolio, value $1,314,793.

    13F-HR 0001791996-25-000006 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,184 shares
    Change vs previous 13F -127 shares

    0.09% of the 13F portfolio, value $1,070,485.

    13F-HR 0001791996-25-000005 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,311 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,234,948.

    13F-HR 0001791996-25-000001 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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