BRADLEY FOSTER & SARGENT INC/CT: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRADLEY FOSTER & SARGENT INC/CT on XLK, newest first. How the timeline and the estimate are built.

BRADLEY FOSTER & SARGENT INC/CT held 14,351 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 14,351 shares
Change vs previous 13F -127 shares
0.04% of the 13F portfolio, value $2,734,153.
13F-HR 0001015086-26-000006 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F/A 14,478 shares
Change vs previous 13F +884 shares
0.03% of the 13F portfolio, value $1,924,126.
13F-HR/A 0001015086-26-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 13,594 shares
Change vs previous 13F +6,874 shares
0.03% of the 13F portfolio, value $1,957,128.
13F-HR 0001015086-26-000001 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 6,720 shares
Change vs previous 13F +227 shares
0.03% of the 13F portfolio, value $1,894,099.
13F-HR 0001015086-25-000013 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 6,493 shares
Change vs previous 13F -456 shares
0.03% of the 13F portfolio, value $1,644,222.
13F-HR 0001015086-25-000007 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 6,949 shares
Change vs previous 13F -488 shares
0.02% of the 13F portfolio, value $1,434,830.
13F-HR 0001015086-25-000005 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 7,437 shares
Change vs previous 13F +4 shares
0.03% of the 13F portfolio, value $1,729,251.
13F-HR 0001015086-25-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2025-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 7,433 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $1,678,074.
13F-HR 0001015086-24-000011 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).