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Colonial River Investments, LLC: XLK position timeline

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

Colonial River Investments, LLC held 6,323 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,323 shares
    Change vs previous 13F -1,532 shares

    0.34% of the 13F portfolio, value $1,204,658.

    13F-HR 0001951757-26-001039 filed by Colonial River Investments, 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 7,855 shares
    Change vs previous 13F -2 shares

    0.37% of the 13F portfolio, value $1,043,871.

    13F-HR 0001951757-26-000743 filed by Colonial River Investments, 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 7,857 shares
    Change vs previous 13F +3,591 shares

    0.4% of the 13F portfolio, value $1,131,138.

    13F-HR 0001951757-26-000350 filed by Colonial River Investments, 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 4,266 shares
    Change vs previous 13F -213 shares

    0.44% of the 13F portfolio, value $1,202,381.

    13F-HR 0001951757-25-001417 filed by Colonial River Investments, 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 4,479 shares
    Change vs previous 13F -273 shares

    0.5% of the 13F portfolio, value $1,150,983.

    13F-HR 0001951757-25-000858 filed by Colonial River Investments, 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 4,752 shares
    Change vs previous 13F -6,079 shares

    0.54% of the 13F portfolio, value $981,292.

    13F-HR 0001951757-25-000449 filed by Colonial River Investments, 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 10,831 shares
    Change vs previous 13F +676 shares

    1.22% of the 13F portfolio, value $2,518,444.

    13F-HR 0001951757-25-000176 filed by Colonial River Investments, 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 10,155 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,292,500.

    13F-HR 0001951757-24-001151 filed by Colonial River Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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