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Global Wealth Strategies & Associates: XLK position timeline

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

Global Wealth Strategies & Associates held 90,045 XLK shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 90,045 shares
    Change vs previous 13F +13,746 shares

    3.23% of the 13F portfolio, value $17,626,217.

    13F-HR 0001912297-26-000005 filed by Global Wealth Strategies & Associates
    Accepted , ingested

  2. period ended2026-06-30
    13F 76,299 shares
    Change vs previous 13F +69,415 shares

    2.76% of the 13F portfolio, value $14,536,537.

    13F-HR 0001912297-26-000003 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,884 shares
    Change vs previous 13F -308 shares

    0.22% of the 13F portfolio, value $914,884.

    13F-HR 0001912297-26-000002 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,192 shares
    Change vs previous 13F +4,501 shares

    0.26% of the 13F portfolio, value $1,035,432.

    13F-HR 0001912297-26-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,691 shares
    Change vs previous 13F +841 shares

    0.2% of the 13F portfolio, value $758,485.

    13F-HR 0001912297-25-000006 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,850 shares
    Change vs previous 13F -9 shares

    0.13% of the 13F portfolio, value $468,476.

    13F-HR 0001912297-25-000004 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,859 shares
    Change vs previous 13F +309 shares

    0.12% of the 13F portfolio, value $383,846.

    13F-HR 0001912297-25-000003 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,550 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $360,406.

    13F-HR 0001912297-25-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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