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CAPE ANN SAVINGS BANK: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPE ANN SAVINGS BANK on XLK, newest first. How the timeline and the estimate are built.

CAPE ANN SAVINGS BANK held 20,760 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,760 shares
    Change vs previous 13F -270 shares

    1.86% of the 13F portfolio, value $3,955,195.

    13F-HR 0000936938-26-000003 filed by CAPE ANN SAVINGS BANK
    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 21,030 shares
    Change vs previous 13F -150 shares

    1.4% of the 13F portfolio, value $2,794,887.

    13F-HR 0000936938-26-000002 filed by CAPE ANN SAVINGS BANK
    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 21,180 shares
    Change vs previous 13F +10,610 shares

    1.56% of the 13F portfolio, value $3,049,285.

    13F-HR 0000936938-26-000001 filed by CAPE ANN SAVINGS BANK
    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 10,570 shares
    Change vs previous 13F -65 shares

    1.59% of the 13F portfolio, value $2,979,260.

    13F-HR 0000936938-25-000008 filed by CAPE ANN SAVINGS BANK
    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 10,635 shares
    Change vs previous 13F -304 shares

    1.61% of the 13F portfolio, value $2,693,101.

    13F-HR 0000936938-25-000005 filed by CAPE ANN SAVINGS BANK
    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 10,939 shares
    Change vs previous 13F -955 shares

    1.42% of the 13F portfolio, value $2,258,685.

    13F-HR 0000936938-25-000004 filed by CAPE ANN SAVINGS BANK
    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 11,894 shares
    Change vs previous 13F -1,123 shares

    1.63% of the 13F portfolio, value $2,765,593.

    13F-HR 0000936938-25-000001 filed by CAPE ANN SAVINGS BANK
    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 13,017 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $2,938,718.

    13F-HR 0000936938-24-000004 filed by CAPE ANN SAVINGS BANK
    Filed (acceptance time not in the bulk data set), ingested

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