Skip to content
Disclosery

Fox Financial, Inc: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fox Financial, Inc on XLK, newest first. How the timeline and the estimate are built.

Fox Financial, Inc held 97,401 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,401 shares
    Change vs previous 13F -4,535 shares

    12.92% of the 13F portfolio, value $18,556,921.

    13F-HR 0002085853-26-000928 filed by Fox Financial, Inc
    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 101,936 shares
    Change vs previous 13F -380 shares

    11.06% of the 13F portfolio, value $13,547,336.

    13F-HR 0002085853-26-000575 filed by Fox Financial, Inc
    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 102,316 shares
    Change vs previous 13F +49,483 shares

    11.74% of the 13F portfolio, value $14,730,475.

    13F-HR 0002085853-26-000221 filed by Fox Financial, Inc
    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 52,833 shares
    Change vs previous 13F -1,433 shares

    11.85% of the 13F portfolio, value $14,891,551.

    13F-HR 0002085853-25-000239 filed by Fox Financial, Inc
    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 54,266 shares
    Change vs previous 13F +454 shares

    11.62% of the 13F portfolio, value $13,741,839.

    13F-HR 0001667731-25-001063 filed by Fox Financial, Inc
    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 53,812 shares
    Change vs previous 13F +693 shares

    10.46% of the 13F portfolio, value $11,111,199.

    13F-HR 0001667731-25-000459 filed by Fox Financial, Inc
    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 53,119 shares
    Change vs previous 13F -24,304 shares

    11.16% of the 13F portfolio, value $12,351,255.

    13F-HR 0001667731-25-000111 filed by Fox Financial, Inc
    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 77,423 shares
    Change vs previous 13F not available

    15.24% of the 13F portfolio, value $17,479,015.

    13F-HR 0002004131-24-000004 filed by Fox Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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