Skip to content
Disclosery

Bulltick Wealth Management, LLC: XLK position timeline

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

Bulltick Wealth Management, LLC held 26,956 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,956 shares
    Change vs previous 13F +14,767 shares

    1.05% of the 13F portfolio, value $5,135,657.

    13F-HR 0001214659-26-009198 filed by Bulltick Wealth Management, LLC
    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 12,189 shares
    Change vs previous 13F +3,721 shares

    0.36% of the 13F portfolio, value $1,619,918.

    13F-HR 0001214659-26-005091 filed by Bulltick 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 ended2025-12-31
    13F 8,468 shares
    Change vs previous 13F +4,262 shares

    0.26% of the 13F portfolio, value $1,219,138.

    13F-HR 0001214659-26-001829 filed by Bulltick 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 ended2025-09-30
    13F 4,206 shares
    Change vs previous 13F -374 shares

    0.28% of the 13F portfolio, value $1,185,503.

    13F-HR 0001214659-25-016371 filed by Bulltick 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 ended2025-06-30
    13F 4,580 shares
    Change vs previous 13F -409 shares

    0.29% of the 13F portfolio, value $1,159,793.

    13F-HR 0001214659-25-011768 filed by Bulltick 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 ended2025-03-31
    13F 4,989 shares
    Change vs previous 13F -418 shares

    0.27% of the 13F portfolio, value $1,030,129.

    13F-HR 0001214659-25-007420 filed by Bulltick 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 ended2024-12-31
    13F 5,407 shares
    Change vs previous 13F -182 shares

    0.3% of the 13F portfolio, value $1,257,236.

    13F-HR 0001214659-25-002631 filed by Bulltick 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 ended2024-09-30
    13F 5,589 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,261,773.

    13F-HR 0001214659-24-019059 filed by Bulltick Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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