Foundation Wealth Management, LLC: XLK position timeline

Foundation Wealth Management, LLC held 0 XLK shares at 2025-09-30 per its 13F-HR filed 2025-10-28.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -1,828 shares

   13F-HR 0001172661-25-004443 filed by Foundation Wealth Management, LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 1,828 shares

   Change vs previous 13F +3 shares

   0.32% of the 13F portfolio, value $462,829.

   13F-HR 0001172661-25-002683 filed by Foundation Wealth Management, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 1,825 shares

   Change vs previous 13F +3 shares

   0.3% of the 13F portfolio, value $376,794.

   13F-HR 0001172661-25-001527 filed by Foundation Wealth Management, LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 1,822 shares

   Change vs previous 13F 0 shares

   0.33% of the 13F portfolio, value $423,604.

   13F-HR 0001172661-25-000559 filed by Foundation Wealth Management, LLC
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 1,822 shares

   Change vs previous 13F not available

   0.31% of the 13F portfolio, value $411,289.

   13F-HR 0001172661-24-004389 filed by Foundation Wealth Management, LLC
   Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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