D.B. Root & Company, LLC: XLK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.B. Root & Company, LLC on XLK, newest first. How the timeline and the estimate are built.
D.B. Root & Company, LLC held 32,544 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 32,544 sharesChange vs previous 13F -805 shares
1.32% of the 13F portfolio, value $6,200,308.
13F-HR 0001731717-26-000003 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 33,349 sharesChange vs previous 13F -1,819 shares
1.06% of the 13F portfolio, value $4,432,099.
13F-HR 0001731717-26-000002 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 35,168 sharesChange vs previous 13F +17,347 shares
1.24% of the 13F portfolio, value $5,063,090.
13F-HR 0001731717-26-000001 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 17,821 sharesChange vs previous 13F +2,356 shares
1.27% of the 13F portfolio, value $5,023,129.
13F-HR 0001731717-25-000002 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,465 sharesChange vs previous 13F -153 shares
1.16% of the 13F portfolio, value $3,916,437.
13F-HR 0001172661-25-002672 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,618 sharesChange vs previous 13F -4,817 shares
1.04% of the 13F portfolio, value $3,224,805.
13F-HR 0001172661-25-001837 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,435 sharesChange vs previous 13F -54 shares
1.51% of the 13F portfolio, value $4,751,739.
13F-HR 0001172661-25-000250 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 20,489 sharesChange vs previous 13F not available
1.52% of the 13F portfolio, value $4,625,758.
13F-HR 0001172661-24-004425 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).