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Foguth Wealth Management, LLC.: XLK position timeline

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

Foguth Wealth Management, LLC. held 166,200 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 166,200 shares
    Change vs previous 13F +23,269 shares

    3.32% of the 13F portfolio, value $29,203,014.

    13F-HR 0002016322-26-000007 filed by Foguth Wealth Management, 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 142,931 shares
    Change vs previous 13F -30,344 shares

    3.18% of the 13F portfolio, value $27,302,725.

    13F-HR 0002016322-26-000006 filed by Foguth Wealth Management, 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 173,275 shares
    Change vs previous 13F +148,183 shares

    3.88% of the 13F portfolio, value $25,003,619.

    13F-HR 0002016322-26-000001 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 25,092 shares
    Change vs previous 13F +17,581 shares

    1.36% of the 13F portfolio, value $6,353,968.

    13F-HR 0002016322-25-000008 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 7,511 shares
    Change vs previous 13F -295 shares

    0.38% of the 13F portfolio, value $1,550,780.

    13F-HR 0002016322-25-000006 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 7,806 shares
    Change vs previous 13F -2,395 shares

    0.49% of the 13F portfolio, value $1,867,919.

    13F-HR 0002016322-25-000002 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 10,201 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,325,076.

    13F-HR 0002016322-24-000003 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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