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Disclosery

Flywheel Private Wealth LLC: XLK position timeline

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

Flywheel Private Wealth LLC held 8,687 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,687 shares
    Change vs previous 13F -1 shares

    0.82% of the 13F portfolio, value $1,655,211.

    13F-HR 0001725547-26-000242 filed by Flywheel Private Wealth 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 8,688 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $1,154,616.

    13F-HR 0001725547-26-000136 filed by Flywheel Private Wealth 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 8,688 shares
    Change vs previous 13F +3,586 shares

    0.78% of the 13F portfolio, value $1,250,791.

    13F-HR 0001725547-26-000020 filed by Flywheel Private Wealth 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 5,102 shares
    Change vs previous 13F 0 shares

    1.12% of the 13F portfolio, value $1,438,099.

    13F-HR 0001725547-25-004114 filed by Flywheel Private Wealth 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 5,102 shares
    Change vs previous 13F -1,229 shares

    1.04% of the 13F portfolio, value $1,292,024.

    13F-HR 0001725547-25-003450 filed by Flywheel Private Wealth 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 6,331 shares
    Change vs previous 13F 0 shares

    1.19% of the 13F portfolio, value $1,307,261.

    13F-HR 0001725547-25-001412 filed by Flywheel Private Wealth 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 6,331 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $1,472,125.

    13F-HR 0001725547-25-000090 filed by Flywheel Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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