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Forefront Wealth Partners, LLC: XLK position timeline

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

Forefront Wealth Partners, LLC held 13,093 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,093 shares
    Change vs previous 13F +284 shares

    0.77% of the 13F portfolio, value $2,494,408.

    13F-HR 0002063364-26-000314 filed by Forefront Wealth Partners, 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 12,809 shares
    Change vs previous 13F -2,438 shares

    0.71% of the 13F portfolio, value $1,702,310.

    13F-HR 0002063364-26-000107 filed by Forefront Wealth Partners, 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 15,247 shares
    Change vs previous 13F +7,921 shares

    1.04% of the 13F portfolio, value $2,195,102.

    13F-HR 0002063364-26-000056 filed by Forefront Wealth Partners, 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 7,326 shares
    Change vs previous 13F -282 shares

    0.52% of the 13F portfolio, value $2,064,823.

    13F-HR 0002063364-25-000240 filed by Forefront Wealth Partners, 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 7,608 shares
    Change vs previous 13F +1,826 shares

    1.24% of the 13F portfolio, value $1,812,522.

    13F-HR 0002063364-25-000212 filed by Forefront Wealth Partners, 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 5,782 shares
    Change vs previous 13F +275 shares

    0.81% of the 13F portfolio, value $1,193,867.

    13F-HR 0002063364-25-000089 filed by Forefront Wealth Partners, 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 5,507 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,280,486.

    13F-HR 0002063364-25-000087 filed by Forefront Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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