Skip to content
Disclosery

Cooksen Wealth, LLC: XLK position timeline

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

Cooksen Wealth, LLC held 115,698 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,698 shares
    Change vs previous 13F -5,204 shares

    13.89% of the 13F portfolio, value $22,042,753.

    13F-HR 0001214659-26-009193 filed by Cooksen Wealth, 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 120,902 shares
    Change vs previous 13F +8,266 shares

    11.67% of the 13F portfolio, value $16,067,939.

    13F-HR 0001214659-26-005313 filed by Cooksen Wealth, 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 112,636 shares
    Change vs previous 13F +55,350 shares

    11.86% of the 13F portfolio, value $16,216,221.

    13F-HR 0001214659-26-000626 filed by Cooksen Wealth, 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 57,286 shares
    Change vs previous 13F +1,455 shares

    12.05% of the 13F portfolio, value $16,146,539.

    13F-HR 0001214659-25-015566 filed by Cooksen Wealth, 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 55,831 shares
    Change vs previous 13F +15,222 shares

    11.36% of the 13F portfolio, value $14,138,205.

    13F-HR 0001214659-25-012294 filed by Cooksen Wealth, 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 40,609 shares
    Change vs previous 13F -8,401 shares

    8.58% of the 13F portfolio, value $8,457,636.

    13F-HR 0001214659-25-006583 filed by Cooksen Wealth, 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 49,010 shares
    Change vs previous 13F +1,791 shares

    10.48% of the 13F portfolio, value $11,395,805.

    13F-HR 0001214659-25-001615 filed by Cooksen Wealth, 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 47,219 shares
    Change vs previous 13F not available

    9.97% of the 13F portfolio, value $10,660,161.

    13F-HR 0001214659-24-017870 filed by Cooksen Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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