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Arbor Wealth Management LLC\AZ: XLK position timeline

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

Arbor Wealth Management LLC\AZ held 20,795 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,795 shares
    Change vs previous 13F +322 shares

    3.52% of the 13F portfolio, value $3,961,865.

    13F-HR 0002149091-26-000001 filed by Arbor Wealth Management LLC\AZ
    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 20,473 shares
    Change vs previous 13F +1,596 shares

    2.68% of the 13F portfolio, value $2,720,850.

    13F-HR 0002149091-26-000003 filed by Arbor Wealth Management LLC\AZ
    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 18,877 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $2,717,743.

    13F-HR 0002149091-26-000002 filed by Arbor Wealth Management LLC\AZ
    Filed (acceptance time not in the bulk data set), ingested

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