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Agate Pass Investment Management, LLC: XLK position timeline

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

Agate Pass Investment Management, LLC held 36,075 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,075 shares
    Change vs previous 13F +1,764 shares

    2.53% of the 13F portfolio, value $6,872,982.

    13F-HR 0001900409-26-000003 filed by Agate Pass Investment Management, LLC
    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 34,311 shares
    Change vs previous 13F +5,384 shares

    1.78% of the 13F portfolio, value $4,559,913.

    13F-HR 0001900409-26-000002 filed by Agate Pass Investment 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 ended2025-12-31
    13F 28,927 shares
    Change vs previous 13F +15,753 shares

    1.55% of the 13F portfolio, value $4,164,600.

    13F-HR 0001900409-26-000001 filed by Agate Pass Investment 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 ended2025-09-30
    13F 13,174 shares
    Change vs previous 13F +1,089 shares

    1.41% of the 13F portfolio, value $3,713,184.

    13F-HR 0001900409-25-000008 filed by Agate Pass Investment 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 ended2025-06-30
    13F 12,085 shares
    Change vs previous 13F +61 shares

    1.26% of the 13F portfolio, value $3,060,249.

    13F-HR 0001900409-25-000004 filed by Agate Pass Investment 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 ended2025-03-31
    13F 12,024 shares
    Change vs previous 13F +2,110 shares

    1.06% of the 13F portfolio, value $2,482,687.

    13F-HR 0001900409-25-000003 filed by Agate Pass Investment 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 ended2024-12-31
    13F 9,914 shares
    Change vs previous 13F +2,113 shares

    1.04% of the 13F portfolio, value $2,305,171.

    13F-HR 0001900409-25-000001 filed by Agate Pass Investment 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 ended2024-09-30
    13F 7,801 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,761,122.

    13F-HR 0001900409-24-000006 filed by Agate Pass Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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