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Disclosery

COURIER CAPITAL LLC: XLK position timeline

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

COURIER CAPITAL LLC held 18,675 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,675 shares
    Change vs previous 13F -601 shares

    0.18% of the 13F portfolio, value $3,558,046.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL 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/A 19,276 shares
    Change vs previous 13F -5,431 shares

    0.14% of the 13F portfolio, value $2,561,717.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL 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 24,707 shares
    Change vs previous 13F +11,900 shares

    0.2% of the 13F portfolio, value $3,557,047.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL 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 12,807 shares
    Change vs previous 13F -442 shares

    0.21% of the 13F portfolio, value $3,609,818.

    13F-HR 0001420506-25-002924 filed by COURIER CAPITAL 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 13,249 shares
    Change vs previous 13F +8,390 shares

    0.2% of the 13F portfolio, value $3,354,950.

    13F-HR 0001420506-25-001593 filed by COURIER CAPITAL 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 4,859 shares
    Change vs previous 13F +2,828 shares

    0.07% of the 13F portfolio, value $1,003,286.

    13F-HR 0001420506-25-000761 filed by COURIER CAPITAL 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 2,031 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $472,248.

    13F-HR 0001420506-25-000024 filed by COURIER CAPITAL 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 2,031 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $458,519.

    13F-HR 0001420506-24-002168 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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