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Bedell Frazier Investment Counselling, LLC: XLK position timeline

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

Bedell Frazier Investment Counselling, LLC held 42,420 XLK shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 42,420 shares
    Change vs previous 13F -2,416 shares

    1.14% of the 13F portfolio, value $5,637,618.

    13F-HR 0001172661-26-002262 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 44,836 shares
    Change vs previous 13F +42,746 shares

    1.25% of the 13F portfolio, value $6,455,039.

    13F-HR 0001172661-26-000843 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 2,090 shares
    Change vs previous 13F +1,011 shares

    0.12% of the 13F portfolio, value $589,088.

    13F-HR 0001172661-25-004709 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,079 shares
    Change vs previous 13F -27 shares

    0.07% of the 13F portfolio, value $273,236.

    13F-HR 0001172661-25-003018 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,106 shares
    Change vs previous 13F +42 shares

    0.06% of the 13F portfolio, value $228,367.

    13F-HR 0001172661-25-001863 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,064 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $247,402.

    13F-HR 0001172661-25-000693 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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