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Disclosery

Financially Speaking Inc: XLK position timeline

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

Financially Speaking Inc held 0 XLK shares at 2025-12-31 per its 13F-HR filed 2026-02-10.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -35,887 shares

    13F-HR 0001398344-26-002600 filed by Financially Speaking Inc
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 35,887 shares
    Change vs previous 13F +35,863 shares

    6.64% of the 13F portfolio, value $10,115,110.

    13F-HR 0001398344-25-020442 filed by Financially Speaking Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 24 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,078.

    13F-HR 0001398344-25-014680 filed by Financially Speaking Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 24 shares
    Change vs previous 13F -52,167 shares

    <0.01% of the 13F portfolio, value $4,956.

    13F-HR 0001398344-25-008919 filed by Financially Speaking Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 52,191 shares
    Change vs previous 13F not available

    8.24% of the 13F portfolio, value $12,135,451.

    13F-HR 0001398344-25-002410 filed by Financially Speaking Inc
    Filed (acceptance time not in the bulk data set), ingested

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