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Disclosery

Athena Investment Management: XLK position timeline

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

Athena Investment Management held 9,520 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,520 shares
    Change vs previous 13F +500 shares

    1.08% of the 13F portfolio, value $1,813,750.

    13F-HR 0001921093-26-000003 filed by Athena Investment 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 9,020 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,198,758.

    13F-HR 0001921093-26-000002 filed by Athena Investment 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 9,020 shares
    Change vs previous 13F +4,510 shares

    0.67% of the 13F portfolio, value $1,298,609.

    13F-HR 0001921093-26-000001 filed by Athena Investment 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 4,510 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $1,271,189.

    13F-HR 0001921093-25-000006 filed by Athena Investment 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 4,510 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $1,142,067.

    13F-HR 0001921093-25-000004 filed by Athena Investment 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 4,510 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $931,225.

    13F-HR 0001921093-25-000002 filed by Athena Investment 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 4,510 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $1,048,665.

    13F-HR 0001921093-25-000001 filed by Athena Investment 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 4,510 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,018,178.

    13F-HR 0001921093-24-000004 filed by Athena Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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