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ALTERNA WEALTH MANAGEMENT, INC: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALTERNA WEALTH MANAGEMENT, INC on XLK, newest first. How the timeline and the estimate are built.

ALTERNA WEALTH MANAGEMENT, INC held 15,390 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 15,390 shares
    Change vs previous 13F -4,178 shares

    1.68% of the 13F portfolio, value $2,932,103.

    13F-HR 0001767699-26-000003 filed by ALTERNA WEALTH 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 19,568 shares
    Change vs previous 13F -2,112 shares

    1.97% of the 13F portfolio, value $2,600,587.

    13F-HR 0001767699-26-000002 filed by ALTERNA WEALTH 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 21,680 shares
    Change vs previous 13F +10,834 shares

    2.6% of the 13F portfolio, value $3,121,270.

    13F-HR 0001767699-26-000001 filed by ALTERNA WEALTH 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 10,846 shares
    Change vs previous 13F -648 shares

    2.52% of the 13F portfolio, value $3,057,054.

    13F-HR 0001767699-25-000006 filed by ALTERNA WEALTH 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 11,494 shares
    Change vs previous 13F -3,495 shares

    2.33% of the 13F portfolio, value $2,910,626.

    13F-HR 0001767699-25-000005 filed by ALTERNA WEALTH 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 14,989 shares
    Change vs previous 13F -3,940 shares

    2.35% of the 13F portfolio, value $3,094,929.

    13F-HR 0001767699-25-000003 filed by ALTERNA WEALTH 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 18,929 shares
    Change vs previous 13F -471 shares

    3.71% of the 13F portfolio, value $4,401,371.

    13F-HR 0001767699-25-000001 filed by ALTERNA WEALTH 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 19,400 shares
    Change vs previous 13F not available

    3.93% of the 13F portfolio, value $4,379,744.

    13F-HR 0001767699-24-000002 filed by ALTERNA WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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