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Activest Wealth Management: XLK position timeline

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

Activest Wealth Management held 7,311 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,311 shares
    Change vs previous 13F +1,146 shares

    0.27% of the 13F portfolio, value $1,392,871.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    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 6,165 shares
    Change vs previous 13F +1,429 shares

    0.14% of the 13F portfolio, value $819,301.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    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 4,736 shares
    Change vs previous 13F +2,901 shares

    0.13% of the 13F portfolio, value $681,788.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    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 1,835 shares
    Change vs previous 13F +69 shares

    0.1% of the 13F portfolio, value $517,275.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    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 1,766 shares
    Change vs previous 13F -4,927 shares

    0.11% of the 13F portfolio, value $447,174.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    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 6,693 shares
    Change vs previous 13F +4,760 shares

    0.37% of the 13F portfolio, value $1,381,920.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    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 1,933 shares
    Change vs previous 13F +1,267 shares

    0.13% of the 13F portfolio, value $449,480.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    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 666 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $150,428.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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