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Elk River Wealth Management LLC: XLK position timeline

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

Elk River Wealth Management LLC held 35,035 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,035 shares
    Change vs previous 13F +5,190 shares

    1.06% of the 13F portfolio, value $6,674,918.

    13F-HR 0001951757-26-001253 filed by Elk River Wealth Management 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 29,845 shares
    Change vs previous 13F -9,822 shares

    0.66% of the 13F portfolio, value $3,966,435.

    13F-HR 0001951757-26-000635 filed by Elk River Wealth Management 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 39,667 shares
    Change vs previous 13F +23,470 shares

    0.92% of the 13F portfolio, value $5,710,896.

    13F-HR 0001951757-26-000383 filed by Elk River Wealth Management 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 16,197 shares
    Change vs previous 13F +1,336 shares

    0.73% of the 13F portfolio, value $4,565,360.

    13F-HR 0001951757-25-001188 filed by Elk River Wealth Management 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 14,861 shares
    Change vs previous 13F +585 shares

    0.65% of the 13F portfolio, value $3,763,317.

    13F-HR 0001951757-25-000614 filed by Elk River Wealth Management 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 14,276 shares
    Change vs previous 13F -263 shares

    0.55% of the 13F portfolio, value $2,947,763.

    13F-HR 0001951757-25-000297 filed by Elk River Wealth Management 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 14,539 shares
    Change vs previous 13F +81 shares

    0.61% of the 13F portfolio, value $3,380,669.

    13F-HR 0001951757-25-000164 filed by Elk River Wealth Management 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 14,458 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $3,264,097.

    13F-HR 0001951757-24-001013 filed by Elk River Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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