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COOKSON PEIRCE & CO INC: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COOKSON PEIRCE & CO INC on XLK, newest first. How the timeline and the estimate are built.

COOKSON PEIRCE & CO INC held 10,848 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,848 shares
    Change vs previous 13F +279 shares

    0.07% of the 13F portfolio, value $2,066,847.

    13F-HR 0001141455-26-000004 filed by COOKSON PEIRCE & CO 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 10,569 shares
    Change vs previous 13F +439 shares

    0.06% of the 13F portfolio, value $1,404,680.

    13F-HR 0001141455-26-000003 filed by COOKSON PEIRCE & CO 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 10,130 shares
    Change vs previous 13F +4,976 shares

    0.06% of the 13F portfolio, value $1,458,481.

    13F-HR 0001141455-26-000001 filed by COOKSON PEIRCE & CO 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 5,154 shares
    Change vs previous 13F +1,397 shares

    0.06% of the 13F portfolio, value $1,452,833.

    13F-HR 0001141455-25-000007 filed by COOKSON PEIRCE & CO INC
    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 3,757 shares
    Change vs previous 13F -384 shares

    0.04% of the 13F portfolio, value $951,499.

    13F-HR 0001141455-25-000005 filed by COOKSON PEIRCE & CO INC
    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 4,141 shares
    Change vs previous 13F +59 shares

    0.04% of the 13F portfolio, value $855,126.

    13F-HR 0001141455-25-000004 filed by COOKSON PEIRCE & CO INC
    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 4,082 shares
    Change vs previous 13F -174 shares

    0.04% of the 13F portfolio, value $949,251.

    13F-HR 0001141455-25-000003 filed by COOKSON PEIRCE & CO INC
    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 4,256 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $960,936.

    13F-HR 0001141455-24-000006 filed by COOKSON PEIRCE & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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