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Disclosery

Finley Financial, LLC: XLK position timeline

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

Finley Financial, LLC held 21,360 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,360 shares
    Change vs previous 13F 0 shares

    1.64% of the 13F portfolio, value $4,069,507.

    13F-HR 0002047823-26-000003 filed by Finley Financial, 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 21,360 shares
    Change vs previous 13F 0 shares

    1.33% of the 13F portfolio, value $2,838,744.

    13F-HR 0002047823-26-000002 filed by Finley Financial, 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 21,360 shares
    Change vs previous 13F +10,230 shares

    1.41% of the 13F portfolio, value $3,075,199.

    13F-HR 0002047823-26-000001 filed by Finley Financial, 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 11,130 shares
    Change vs previous 13F 0 shares

    1.45% of the 13F portfolio, value $3,137,102.

    13F-HR 0002047823-25-000006 filed by Finley Financial, 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 11,130 shares
    Change vs previous 13F 0 shares

    1.42% of the 13F portfolio, value $2,818,450.

    13F-HR 0002047823-25-000005 filed by Finley Financial, 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 11,130 shares
    Change vs previous 13F -100 shares

    1.3% of the 13F portfolio, value $2,327,283.

    13F-HR 0002047823-25-000002 filed by Finley Financial, 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 11,230 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $2,608,617.

    13F-HR 0002047823-25-000001 filed by Finley Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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