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Disclosery

Concord Investment Counsel Inc.: XLK position timeline

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

Concord Investment Counsel Inc. held 60,531 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,531 shares
    Change vs previous 13F -72 shares

    3.15% of the 13F portfolio, value $11,532,450.

    13F-HR 0002022154-26-000003 filed by Concord Investment Counsel Inc.
    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 60,603 shares
    Change vs previous 13F -595 shares

    2.71% of the 13F portfolio, value $8,054,187.

    13F-HR 0002022154-26-000002 filed by Concord Investment Counsel Inc.
    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 61,198 shares
    Change vs previous 13F +29,728 shares

    2.86% of the 13F portfolio, value $8,810,716.

    13F-HR 0002022154-26-000001 filed by Concord Investment Counsel Inc.
    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 31,470 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $8,870,160.

    13F-HR 0002022154-25-000002 filed by Concord Investment Counsel Inc.
    Filed (acceptance time not in the bulk data set), ingested

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