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GREENWOOD CAPITAL ASSOCIATES LLC: XLK position timeline

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

GREENWOOD CAPITAL ASSOCIATES LLC held 1,666 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,666 shares
    Change vs previous 13F -176 shares

    0.03% of the 13F portfolio, value $317,406.

    13F-HR 0001161822-26-000004 filed by GREENWOOD CAPITAL ASSOCIATES 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 1,842 shares
    Change vs previous 13F -556 shares

    0.03% of the 13F portfolio, value $244,802.

    13F-HR 0001161822-26-000003 filed by GREENWOOD CAPITAL ASSOCIATES 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 2,398 shares
    Change vs previous 13F +1,039 shares

    0.04% of the 13F portfolio, value $345,240.

    13F-HR 0001161822-26-000002 filed by GREENWOOD CAPITAL ASSOCIATES 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 1,359 shares
    Change vs previous 13F -165 shares

    0.04% of the 13F portfolio, value $383,048.

    13F-HR 0001161822-25-000010 filed by GREENWOOD CAPITAL ASSOCIATES 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 1,524 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $385,923.

    13F-HR 0001161822-25-000005 filed by GREENWOOD CAPITAL ASSOCIATES 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 1,524 shares
    Change vs previous 13F -1,950 shares

    0.04% of the 13F portfolio, value $314,676.

    13F-HR 0001161822-25-000003 filed by GREENWOOD CAPITAL ASSOCIATES 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 3,474 shares
    Change vs previous 13F -1,064 shares

    0.11% of the 13F portfolio, value $807,774.

    13F-HR 0001161822-25-000002 filed by GREENWOOD CAPITAL ASSOCIATES 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 4,538 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,024,499.

    13F-HR 0001161822-24-000014 filed by GREENWOOD CAPITAL ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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