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Disclosery

Cercano Management LLC: XLK position timeline

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

Cercano Management LLC held 86,935 XLK shares at 2026-06-30 per its 13F-HR/A filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 86,935 shares
    Change vs previous 13F -75,120 shares

    2.21% of the 13F portfolio, value $16,562,856.

    13F-HR/A 0001062993-26-004352 filed by Cercano 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 162,055 shares
    Change vs previous 13F +63,607 shares

    0.93% of the 13F portfolio, value $21,537,110.

    13F-HR 0001062993-26-002563 filed by Cercano 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 98,448 shares
    Change vs previous 13F +25,197 shares

    0.54% of the 13F portfolio, value $14,173,559.

    13F-HR 0001062993-26-000745 filed by Cercano 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 73,251 shares
    Change vs previous 13F +31,939 shares

    0.79% of the 13F portfolio, value $20,646,527.

    13F-HR 0001062993-25-016553 filed by Cercano 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 41,312 shares
    Change vs previous 13F +41,312 shares

    0.3% of the 13F portfolio, value $10,461,438.

    13F-HR 0001062993-25-013989 filed by Cercano 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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001936416-24-000017 filed by Cercano Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.