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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

  1. period ended2026-06-30
    13F 32,544 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 33,349 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 35,168 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 17,821 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 15,465 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 15,618 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 20,435 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 20,489 shares
    Change 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), ingested

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