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Disclosery

Frisch Financial Group, Inc.: XLK position timeline

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

Frisch Financial Group, Inc. held 7,578 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,578 shares
    Change vs previous 13F -1,109 shares

    0.25% of the 13F portfolio, value $1,443,715.

    13F-HR 0001767730-26-000004 filed by Frisch Financial Group, 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 8,687 shares
    Change vs previous 13F +119 shares

    0.24% of the 13F portfolio, value $1,154,567.

    13F-HR 0001767730-26-000003 filed by Frisch Financial Group, 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 8,568 shares
    Change vs previous 13F +4,226 shares

    0.28% of the 13F portfolio, value $1,233,569.

    13F-HR 0001767730-26-000001 filed by Frisch Financial Group, 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 4,342 shares
    Change vs previous 13F +1,666 shares

    0.28% of the 13F portfolio, value $1,223,848.

    13F-HR 0001767730-25-000007 filed by Frisch Financial Group, 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 2,676 shares
    Change vs previous 13F +3 shares

    0.17% of the 13F portfolio, value $678,000.

    13F-HR 0001767730-25-000005 filed by Frisch Financial Group, 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 2,673 shares
    Change vs previous 13F +53 shares

    0.15% of the 13F portfolio, value $552,000.

    13F-HR 0001767730-25-000004 filed by Frisch Financial Group, 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 2,620 shares
    Change vs previous 13F +28 shares

    0.18% of the 13F portfolio, value $609,000.

    13F-HR 0001767730-25-000001 filed by Frisch Financial Group, 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 2,592 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $585,000.

    13F-HR 0001767730-24-000005 filed by Frisch Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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