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Disclosery

FCG Investment Co: XLK position timeline

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

FCG Investment Co held 3,962 XLK shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,962 shares
    Change vs previous 13F -98 shares

    0.26% of the 13F portfolio, value $775,637.

    13F-HR 0002085853-26-001147 filed by FCG Investment Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,060 shares
    Change vs previous 13F -351 shares

    0.27% of the 13F portfolio, value $773,440.

    13F-HR 0002085853-26-000703 filed by FCG Investment Co
    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 4,411 shares
    Change vs previous 13F +2,552 shares

    0.26% of the 13F portfolio, value $586,235.

    13F-HR 0002085853-26-000312 filed by FCG Investment Co
    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 1,859 shares
    Change vs previous 13F +492 shares

    0.25% of the 13F portfolio, value $523,978.

    13F-HR 0002085853-25-000033 filed by FCG Investment Co
    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 1,367 shares
    Change vs previous 13F -456 shares

    0.18% of the 13F portfolio, value $346,165.

    13F-HR 0001667731-25-000847 filed by FCG Investment Co
    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 1,823 shares
    Change vs previous 13F +867 shares

    0.24% of the 13F portfolio, value $376,413.

    13F-HR 0001667731-25-000624 filed by FCG Investment Co
    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 956 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $222,289.

    13F-HR 0001667731-25-000044 filed by FCG Investment Co
    Filed (acceptance time not in the bulk data set), ingested

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