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Disclosery

Guardian Capital, LLC: XLK position timeline

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

Guardian Capital, LLC held 5,752 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,752 shares
    Change vs previous 13F -574 shares

    0.9% of the 13F portfolio, value $1,095,916.

    13F-HR 0002083963-26-000007 filed by Guardian Capital, 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 6,326 shares
    Change vs previous 13F -749 shares

    0.8% of the 13F portfolio, value $840,760.

    13F-HR 0002083963-26-000005 filed by Guardian Capital, 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 7,075 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,018,632.

    13F-HR 0002083963-26-000003 filed by Guardian Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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