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Abbot Financial Management, Inc.: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abbot Financial Management, Inc. on XLK, newest first. How the timeline and the estimate are built.

Abbot Financial Management, Inc. held 38,315 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,315 shares
    Change vs previous 13F -110 shares

    2.68% of the 13F portfolio, value $7,299,774.

    13F-HR 0001714341-26-000003 filed by Abbot Financial Management, 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 38,425 shares
    Change vs previous 13F -775 shares

    2.17% of the 13F portfolio, value $5,106,683.

    13F-HR 0001714341-26-000002 filed by Abbot Financial Management, 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 39,200 shares
    Change vs previous 13F +19,532 shares

    2.34% of the 13F portfolio, value $5,643,624.

    13F-HR 0001714341-26-000001 filed by Abbot Financial Management, 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 19,668 shares
    Change vs previous 13F -180 shares

    2.37% of the 13F portfolio, value $5,543,622.

    13F-HR 0001714341-25-000006 filed by Abbot Financial Management, 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 19,848 shares
    Change vs previous 13F -275 shares

    2.32% of the 13F portfolio, value $5,026,109.

    13F-HR 0001714341-25-000003 filed by Abbot Financial Management, 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 20,123 shares
    Change vs previous 13F -310 shares

    2.16% of the 13F portfolio, value $4,154,997.

    13F-HR 0001714341-25-000002 filed by Abbot Financial Management, 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 20,433 shares
    Change vs previous 13F -105 shares

    2.37% of the 13F portfolio, value $4,751,081.

    13F-HR 0001714341-25-000001 filed by Abbot Financial Management, 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 20,538 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $4,636,659.

    13F-HR 0001714341-24-000006 filed by Abbot Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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