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Disclosery

Grassi Investment Management: XLK position timeline

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

Grassi Investment Management held 28,703 XLK shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 28,703 shares
    Change vs previous 13F -1,398 shares

    0.58% of the 13F portfolio, value $7,269,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 30,101 shares
    Change vs previous 13F -99 shares

    0.57% of the 13F portfolio, value $6,215,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F/A 30,200 shares
    Change vs previous 13F -191 shares

    0.6% of the 13F portfolio, value $7,022,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 30,391 shares
    Change vs previous 13F -219 shares

    0.59% of the 13F portfolio, value $6,861,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 30,610 shares
    Change vs previous 13F +52 shares

    0.61% of the 13F portfolio, value $6,925,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 30,558 shares
    Change vs previous 13F -139 shares

    0.58% of the 13F portfolio, value $6,364,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 30,697 shares
    Change vs previous 13F +312 shares

    0.62% of the 13F portfolio, value $5,909,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 30,385 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $4,981,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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