BNC WEALTH MANAGEMENT, LLC: XLK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BNC WEALTH MANAGEMENT, LLC on XLK, newest first. How the timeline and the estimate are built.
BNC WEALTH MANAGEMENT, LLC held 3,456 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 3,456 sharesChange vs previous 13F -40 shares
0.16% of the 13F portfolio, value $658,437.
13F-HR 0001821549-26-000003 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,496 sharesChange vs previous 13F -500 shares
0.13% of the 13F portfolio, value $464,618.
13F-HR 0001821549-26-000002 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,996 sharesChange vs previous 13F +1,714 shares
0.15% of the 13F portfolio, value $575,304.
13F-HR 0001821549-26-000001 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,282 sharesChange vs previous 13F -10 shares
0.16% of the 13F portfolio, value $643,205.
13F-HR 0001821549-25-000004 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,292 sharesChange vs previous 13F +6 shares
0.17% of the 13F portfolio, value $580,439.
13F-HR 0001821549-25-000002 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,286 sharesChange vs previous 13F -111 shares
0.17% of the 13F portfolio, value $472,036.
13F-HR 0001849518-25-000005 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,397 sharesChange vs previous 13F +98 shares
0.18% of the 13F portfolio, value $557,367.
13F-HR 0001812178-25-000002 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,299 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $519,031.
13F-HR 0001975550-24-000012 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).