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Goepper Burkhardt LLC: XLK position timeline

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

Goepper Burkhardt LLC held 17,581 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,581 shares
    Change vs previous 13F -72 shares

    1.01% of the 13F portfolio, value $3,349,530.

    13F-HR 0001844142-26-000003 filed by Goepper Burkhardt 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 17,653 shares
    Change vs previous 13F +610 shares

    0.78% of the 13F portfolio, value $2,346,041.

    13F-HR 0001844142-26-000002 filed by Goepper Burkhardt 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 17,043 shares
    Change vs previous 13F +10,845 shares

    0.8% of the 13F portfolio, value $2,453,735.

    13F-HR 0001844142-26-000001 filed by Goepper Burkhardt 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 6,198 shares
    Change vs previous 13F +3,862 shares

    0.6% of the 13F portfolio, value $1,746,968.

    13F-HR 0001844142-25-000005 filed by Goepper Burkhardt 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 2,336 shares
    Change vs previous 13F -60 shares

    0.22% of the 13F portfolio, value $591,545.

    13F-HR 0001844142-25-000004 filed by Goepper Burkhardt 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 2,396 shares
    Change vs previous 13F +138 shares

    0.2% of the 13F portfolio, value $494,726.

    13F-HR 0001844142-25-000002 filed by Goepper Burkhardt 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 2,258 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $525,030.

    13F-HR 0001844142-25-000001 filed by Goepper Burkhardt LLC
    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 2,258 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $509,766.

    13F-HR 0001844142-24-000004 filed by Goepper Burkhardt LLC
    Filed (acceptance time not in the bulk data set), ingested

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