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Financial Insights, Inc.: XLK position timeline

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

Financial Insights, Inc. held 32,275 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,275 shares
    Change vs previous 13F -600 shares

    1.62% of the 13F portfolio, value $6,149,033.

    13F-HR 0001642058-26-000005 filed by Financial Insights, Inc.
    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 32,875 shares
    Change vs previous 13F +215 shares

    1.42% of the 13F portfolio, value $4,369,088.

    13F-HR 0001642058-26-000004 filed by Financial Insights, Inc.
    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 32,660 shares
    Change vs previous 13F +15,980 shares

    1.58% of the 13F portfolio, value $4,702,060.

    13F-HR 0001085146-26-000292 filed by Financial Insights, Inc.
    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 16,680 shares
    Change vs previous 13F 0 shares

    1.56% of the 13F portfolio, value $4,701,425.

    13F-HR 0001085146-26-000291 filed by Financial Insights, Inc.
    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 16,680 shares
    Change vs previous 13F -200 shares

    1.54% of the 13F portfolio, value $4,223,876.

    13F-HR 0001085146-25-004028 filed by Financial Insights, Inc.
    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 16,880 shares
    Change vs previous 13F +165 shares

    1.39% of the 13F portfolio, value $3,485,382.

    13F-HR 0001085146-25-002342 filed by Financial Insights, Inc.
    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 16,715 shares
    Change vs previous 13F +500 shares

    1.44% of the 13F portfolio, value $3,886,572.

    13F-HR 0001085146-25-001806 filed by Financial Insights, Inc.
    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 16,215 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $3,660,698.

    13F-HR 0001085146-24-005052 filed by Financial Insights, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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