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Disclosery

David J Yvars Group: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of David J Yvars Group on XLK, newest first. How the timeline and the estimate are built.

David J Yvars Group held 28,422 XLK shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 28,422 shares
    Change vs previous 13F -70 shares

    2.56% of the 13F portfolio, value $5,563,521.

    13F-HR 0001085146-26-000859 filed by David J Yvars Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 28,492 shares
    Change vs previous 13F -3 shares

    2.67% of the 13F portfolio, value $5,428,369.

    13F-HR 0001836266-26-000003 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 28,495 shares
    Change vs previous 13F +75 shares

    2.12% of the 13F portfolio, value $3,787,021.

    13F-HR 0001836266-26-000002 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 28,420 shares
    Change vs previous 13F +14,531 shares

    2.18% of the 13F portfolio, value $4,091,646.

    13F-HR 0001836266-26-000001 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 13,889 shares
    Change vs previous 13F +1,885 shares

    2.1% of the 13F portfolio, value $3,914,681.

    13F-HR 0001836266-25-000002 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 12,004 shares
    Change vs previous 13F -1,041 shares

    1.78% of the 13F portfolio, value $3,039,867.

    13F-HR 0001085146-25-003610 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 13,045 shares
    Change vs previous 13F -209 shares

    2.12% of the 13F portfolio, value $2,693,474.

    13F-HR 0001085146-25-002132 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 13,254 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $3,081,844.

    13F-HR 0001085146-25-000162 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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