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Disclosery

CERTUITY, LLC: XLK position timeline

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

CERTUITY, LLC held 16,114 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,114 shares
    Change vs previous 13F -98 shares

    0.15% of the 13F portfolio, value $3,070,062.

    13F-HR 0001800752-26-000004 filed by CERTUITY, 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 16,212 shares
    Change vs previous 13F +763 shares

    0.14% of the 13F portfolio, value $2,154,566.

    13F-HR 0001800752-26-000001 filed by CERTUITY, 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 15,449 shares
    Change vs previous 13F +6,889 shares

    0.14% of the 13F portfolio, value $2,224,301.

    13F-HR 0001172661-26-000396 filed by CERTUITY, 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 8,560 shares
    Change vs previous 13F +129 shares

    0.17% of the 13F portfolio, value $2,412,767.

    13F-HR 0001172661-25-004776 filed by CERTUITY, 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 8,431 shares
    Change vs previous 13F +2,475 shares

    0.2% of the 13F portfolio, value $2,134,959.

    13F-HR 0001172661-25-003246 filed by CERTUITY, 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 5,956 shares
    Change vs previous 13F +3,828 shares

    0.13% of the 13F portfolio, value $1,229,698.

    13F-HR 0001172661-25-001734 filed by CERTUITY, 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 2,128 shares
    Change vs previous 13F -23,327 shares

    0.05% of the 13F portfolio, value $494,803.

    13F-HR 0001172661-25-000408 filed by CERTUITY, 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 25,455 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $5,746,803.

    13F-HR 0001172661-24-004576 filed by CERTUITY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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