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AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP on XLK, newest first. How the timeline and the estimate are built.

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP held 24,049 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,049 shares
    Change vs previous 13F -5,981 shares

    3.42% of the 13F portfolio, value $4,343,006.

    13F-HR 0001951757-26-000970 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 30,030 shares
    Change vs previous 13F +105 shares

    2.51% of the 13F portfolio, value $4,107,503.

    13F-HR 0001951757-26-000545 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 29,925 shares
    Change vs previous 13F +14,504 shares

    2.68% of the 13F portfolio, value $4,318,178.

    13F-HR 0001951757-26-000003 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 15,421 shares
    Change vs previous 13F -1,234 shares

    2.55% of the 13F portfolio, value $4,389,125.

    13F-HR 0001951757-25-001171 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 16,655 shares
    Change vs previous 13F -921 shares

    2.69% of the 13F portfolio, value $4,179,905.

    13F-HR 0001951757-25-000630 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 17,576 shares
    Change vs previous 13F +556 shares

    2.63% of the 13F portfolio, value $3,583,043.

    13F-HR 0001951757-25-000290 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 17,020 shares
    Change vs previous 13F -986 shares

    2.82% of the 13F portfolio, value $3,953,576.

    13F-HR 0001951757-25-000055 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 18,006 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $4,155,965.

    13F-HR 0001951757-24-001024 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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