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Braun-Bostich & Associates Inc.: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Braun-Bostich & Associates Inc. on XLK, newest first. How the timeline and the estimate are built.

Braun-Bostich & Associates Inc. held 2,570 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,570 shares
    Change vs previous 13F -18 shares

    0.27% of the 13F portfolio, value $489,636.

    13F-HR 0001951757-26-001030 filed by Braun-Bostich & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 2,588 shares
    Change vs previous 13F -12 shares

    0.22% of the 13F portfolio, value $343,945.

    13F-HR 0001951757-26-000605 filed by Braun-Bostich & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,600 shares
    Change vs previous 13F +1,095 shares

    0.23% of the 13F portfolio, value $374,322.

    13F-HR 0001951757-26-000091 filed by Braun-Bostich & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,505 shares
    Change vs previous 13F -12,096 shares

    0.27% of the 13F portfolio, value $424,199.

    13F-HR 0001951757-25-001254 filed by Braun-Bostich & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 13,601 shares
    Change vs previous 13F +4,237 shares

    2.35% of the 13F portfolio, value $3,444,181.

    13F-HR 0001951757-25-000573 filed by Braun-Bostich & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 9,364 shares
    Change vs previous 13F -364 shares

    1.43% of the 13F portfolio, value $1,933,479.

    13F-HR 0001951757-25-000367 filed by Braun-Bostich & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 9,728 shares
    Change vs previous 13F -181 shares

    1.63% of the 13F portfolio, value $2,261,955.

    13F-HR 0001951757-25-000057 filed by Braun-Bostich & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,909 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $2,237,056.

    13F-HR 0001951757-24-001025 filed by Braun-Bostich & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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