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Disclosery

Fiduciary Group, LLC: XLK position timeline

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

Fiduciary Group, LLC held 70,374 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,374 shares
    Change vs previous 13F +1,140 shares

    1.05% of the 13F portfolio, value $13,407,722.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 69,234 shares
    Change vs previous 13F +3,732 shares

    0.79% of the 13F portfolio, value $9,201,179.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 65,502 shares
    Change vs previous 13F +35,242 shares

    0.79% of the 13F portfolio, value $9,430,377.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 30,260 shares
    Change vs previous 13F +1,526 shares

    0.75% of the 13F portfolio, value $8,528,966.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 28,734 shares
    Change vs previous 13F +2,254 shares

    0.68% of the 13F portfolio, value $7,276,436.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, 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 26,480 shares
    Change vs previous 13F +2,897 shares

    0.55% of the 13F portfolio, value $5,467,669.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, 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 23,583 shares
    Change vs previous 13F +5,720 shares

    0.55% of the 13F portfolio, value $5,483,580.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, 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 17,863 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $4,032,842.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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