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FORBES J M & CO LLP: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on XLK, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 174,978 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,978 shares
    Change vs previous 13F 0 shares

    2.62% of the 13F portfolio, value $33,336,809.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 174,978 shares
    Change vs previous 13F +180 shares

    1.97% of the 13F portfolio, value $23,254,576.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 174,798 shares
    Change vs previous 13F +87,399 shares

    2.04% of the 13F portfolio, value $25,165,668.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    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 87,399 shares
    Change vs previous 13F 0 shares

    2.05% of the 13F portfolio, value $24,634,282.

    13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
    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 87,399 shares
    Change vs previous 13F 0 shares

    2.02% of the 13F portfolio, value $22,132,049.

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    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 87,399 shares
    Change vs previous 13F -1,354 shares

    1.75% of the 13F portfolio, value $18,046,146.

    13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
    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 88,753 shares
    Change vs previous 13F 0 shares

    1.99% of the 13F portfolio, value $20,636,848.

    13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
    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 88,753 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $20,036,877.

    13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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