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Henson-Edgewater Management, LLC: XLK position timeline

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

Henson-Edgewater Management, LLC held 13,732 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,732 shares
    Change vs previous 13F -590 shares

    1.35% of the 13F portfolio, value $2,593,426.

    13F-HR 0002063364-26-000309 filed by Henson-Edgewater 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 14,322 shares
    Change vs previous 13F -20 shares

    1.21% of the 13F portfolio, value $1,903,394.

    13F-HR 0002063364-26-000134 filed by Henson-Edgewater 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/A 14,342 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $2,064,818.

    13F-HR/A 0002063364-26-000085 filed by Henson-Edgewater Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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