Skip to content
Disclosery

Greenline Wealth Management LLC: XLK position timeline

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

Greenline Wealth Management LLC held 4,125 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,125 shares
    Change vs previous 13F -1,720 shares

    0.65% of the 13F portfolio, value $785,870.

    13F-HR 0002085853-26-000830 filed by Greenline Wealth Management 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 5,845 shares
    Change vs previous 13F +1,558 shares

    0.9% of the 13F portfolio, value $776,805.

    13F-HR 0002085853-26-000592 filed by Greenline Wealth Management 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 4,287 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $617,235.

    13F-HR 0002111541-26-000001 filed by Greenline Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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