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Disclosery

Integrated Financial Solutions, Inc.: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Financial Solutions, Inc. on XLK, newest first. How the timeline and the estimate are built.

Integrated Financial Solutions, Inc. held 5,722 XLK shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,722 shares
    Change vs previous 13F +3 shares

    0.57% of the 13F portfolio, value $1,120,013.

    13F-HR 0002085853-26-001139 filed by Integrated Financial Solutions, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,719 shares
    Change vs previous 13F +2 shares

    0.59% of the 13F portfolio, value $1,089,636.

    13F-HR 0002085853-26-000757 filed by Integrated Financial Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,717 shares
    Change vs previous 13F +628 shares

    0.53% of the 13F portfolio, value $759,749.

    13F-HR 0002085853-26-000340 filed by Integrated Financial Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,089 shares
    Change vs previous 13F +2,296 shares

    0.52% of the 13F portfolio, value $732,681.

    13F-HR 0002085853-26-000070 filed by Integrated Financial Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F/A 2,793 shares
    Change vs previous 13F -298 shares

    0.54% of the 13F portfolio, value $787,093.

    13F-HR/A 0002085853-26-000044 filed by Integrated Financial Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,091 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $782,779.

    13F-HR 0002085853-26-000043 filed by Integrated Financial Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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