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Berbice Capital Management LLC: XLK position timeline

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

Berbice Capital Management LLC held 100 XLK shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 100 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $19,575.

    13F-HR 0002051605-26-000004 filed by Berbice Capital Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 100 shares
    Change vs previous 13F -660 shares

    0.01% of the 13F portfolio, value $19,044.

    13F-HR 0002051605-26-000003 filed by Berbice Capital 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 ended2026-03-31
    13F 760 shares
    Change vs previous 13F -346 shares

    0.07% of the 13F portfolio, value $101,004.

    13F-HR 0002051605-26-000002 filed by Berbice Capital 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 ended2025-12-31
    13F 1,106 shares
    Change vs previous 13F +553 shares

    0.1% of the 13F portfolio, value $159,231.

    13F-HR 0002051605-26-000001 filed by Berbice Capital 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 ended2025-09-30
    13F 553 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $155,869.

    13F-HR 0002051605-25-000005 filed by Berbice Capital 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 ended2025-06-30
    13F 553 shares
    Change vs previous 13F -500 shares

    0.1% of the 13F portfolio, value $140,036.

    13F-HR 0002051605-25-000004 filed by Berbice Capital 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 ended2025-03-31
    13F 1,053 shares
    Change vs previous 13F -560 shares

    0.19% of the 13F portfolio, value $217,476.

    13F-HR 0002051605-25-000003 filed by Berbice Capital 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 ended2024-12-31
    13F 1,613 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $375,055.

    13F-HR 0002051605-25-000001 filed by Berbice Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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