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AAFMAA Wealth Management & Trust LLC: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AAFMAA Wealth Management & Trust LLC on XLK, newest first. How the timeline and the estimate are built.

AAFMAA Wealth Management & Trust LLC held 75,222 XLK shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 75,222 shares
    Change vs previous 13F +2,625 shares

    5% of the 13F portfolio, value $14,553,236.

    13F-HR 0001376474-26-000644 filed by AAFMAA Wealth Management & Trust LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 72,597 shares
    Change vs previous 13F +851 shares

    4.83% of the 13F portfolio, value $13,831,181.

    13F-HR 0001376474-26-000472 filed by AAFMAA Wealth Management & Trust 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 71,746 shares
    Change vs previous 13F +23,392 shares

    3.7% of the 13F portfolio, value $9,535,043.

    13F-HR 0001376474-26-000279 filed by AAFMAA Wealth Management & Trust 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 48,354 shares
    Change vs previous 13F +30,714 shares

    2.73% of the 13F portfolio, value $6,961,525.

    13F-HR 0001376474-26-000017 filed by AAFMAA Wealth Management & Trust 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 17,640 shares
    Change vs previous 13F -104 shares

    1.97% of the 13F portfolio, value $4,972,011.

    13F-HR 0001376474-25-000883 filed by AAFMAA Wealth Management & Trust 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 17,744 shares
    Change vs previous 13F +417 shares

    1.86% of the 13F portfolio, value $4,493,313.

    13F-HR 0001376474-25-000615 filed by AAFMAA Wealth Management & Trust 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 17,327 shares
    Change vs previous 13F -11,521 shares

    1.62% of the 13F portfolio, value $3,577,679.

    13F-HR 0001376474-25-000327 filed by AAFMAA Wealth Management & Trust 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 28,848 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $6,707,737.

    13F-HR 0001376474-25-000067 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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