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Buffington Mohr McNeal: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Buffington Mohr McNeal on XLK, newest first. How the timeline and the estimate are built.

Buffington Mohr McNeal held 106,298 XLK shares at 2025-03-31 per its 13F-HR filed 2025-04-28.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 106,298 shares
    Change vs previous 13F -501 shares

    4.33% of the 13F portfolio, value $21,948,479.

    13F-HR 0001317829-25-000002 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 106,799 shares
    Change vs previous 13F +220 shares

    4.12% of the 13F portfolio, value $24,832,936.

    13F-HR 0001317829-25-000001 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 106,579 shares
    Change vs previous 13F -728 shares

    3.96% of the 13F portfolio, value $24,061,282.

    13F-HR 0001317829-24-000007 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 107,307 shares
    Change vs previous 13F -389 shares

    4.26% of the 13F portfolio, value $24,276,018.

    13F-HR 0001317829-24-000003 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 107,696 shares
    Change vs previous 13F -2,018 shares

    4.06% of the 13F portfolio, value $22,429,758.

    13F-HR 0001317829-24-000002 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 109,714 shares
    Change vs previous 13F -1,244 shares

    4.24% of the 13F portfolio, value $21,117,839.

    13F-HR 0001317829-24-000001 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 110,958 shares
    Change vs previous 13F -1,224 shares

    4.13% of the 13F portfolio, value $18,189,338.

    13F-HR 0001317829-23-000004 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 112,182 shares
    Change vs previous 13F not available

    4.21% of the 13F portfolio, value $19,503,876.

    13F-HR 0001317829-23-000003 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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