Skip to content
Disclosery

Financial & Tax Architects, LLC: XLK position timeline

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

Financial & Tax Architects, LLC held 7,568 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,568 shares
    Change vs previous 13F -1,266 shares

    0.3% of the 13F portfolio, value $1,441,863.

    13F-HR 0001758543-26-000004 filed by Financial & Tax Architects, 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 8,834 shares
    Change vs previous 13F +28 shares

    0.26% of the 13F portfolio, value $1,174,042.

    13F-HR 0001758543-26-000003 filed by Financial & Tax Architects, 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 8,806 shares
    Change vs previous 13F +4,317 shares

    0.28% of the 13F portfolio, value $1,267,806.

    13F-HR 0001758543-26-000001 filed by Financial & Tax Architects, 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 4,489 shares
    Change vs previous 13F +619 shares

    0.28% of the 13F portfolio, value $1,265,271.

    13F-HR 0001758543-25-000002 filed by Financial & Tax Architects, 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 3,870 shares
    Change vs previous 13F +94 shares

    0.24% of the 13F portfolio, value $980,001.

    13F-HR 0001214659-25-012000 filed by Financial & Tax Architects, 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 3,776 shares
    Change vs previous 13F +676 shares

    0.2% of the 13F portfolio, value $779,670.

    13F-HR 0001214659-25-007031 filed by Financial & Tax Architects, 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 3,100 shares
    Change vs previous 13F +304 shares

    0.18% of the 13F portfolio, value $720,812.

    13F-HR 0001214659-25-000660 filed by Financial & Tax Architects, 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 2,796 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $631,239.

    13F-HR 0001214659-24-018843 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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