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Biltmore Wealth Management, LLC: XLK position timeline

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

Biltmore Wealth Management, LLC held 199,868 XLK shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 199,868 shares
    Change vs previous 13F -8,872 shares

    12.12% of the 13F portfolio, value $39,124,221.

    13F-HR 0001085146-26-000865 filed by Biltmore Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 208,740 shares
    Change vs previous 13F -9,882 shares

    12.41% of the 13F portfolio, value $39,769,152.

    13F-HR 0001598102-26-000003 filed by Biltmore Wealth 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 218,622 shares
    Change vs previous 13F +249 shares

    10.33% of the 13F portfolio, value $29,054,862.

    13F-HR 0001598102-26-000002 filed by Biltmore Wealth 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 218,373 shares
    Change vs previous 13F +106,193 shares

    11.87% of the 13F portfolio, value $31,439,163.

    13F-HR 0001598102-26-000001 filed by Biltmore Wealth 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 112,180 shares
    Change vs previous 13F -8,808 shares

    12.07% of the 13F portfolio, value $31,619,124.

    13F-HR 0001598102-25-000002 filed by Biltmore Wealth 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 120,988 shares
    Change vs previous 13F -532 shares

    12.4% of the 13F portfolio, value $30,637,767.

    13F-HR 0001085146-25-003687 filed by Biltmore Wealth 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 121,520 shares
    Change vs previous 13F -1,468 shares

    10.58% of the 13F portfolio, value $25,091,380.

    13F-HR 0001085146-25-002130 filed by Biltmore Wealth 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 122,988 shares
    Change vs previous 13F not available

    11.91% of the 13F portfolio, value $28,597,167.

    13F-HR 0001085146-25-000166 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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