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Disclosery

Intrua Financial, LLC: XLK position timeline

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

Intrua Financial, LLC held 256,928 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 256,928 shares
    Change vs previous 13F +20,197 shares

    4.64% of the 13F portfolio, value $48,949,987.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, 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 236,731 shares
    Change vs previous 13F -10,085 shares

    3.36% of the 13F portfolio, value $31,461,556.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, 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 246,816 shares
    Change vs previous 13F +124,029 shares

    3.9% of the 13F portfolio, value $35,534,099.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, 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 122,787 shares
    Change vs previous 13F +2,394 shares

    4.05% of the 13F portfolio, value $34,608,734.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, 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 120,393 shares
    Change vs previous 13F +2,114 shares

    4.38% of the 13F portfolio, value $30,487,144.

    13F-HR 0001085146-25-004704 filed by Intrua Financial, 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 118,279 shares
    Change vs previous 13F -13,037 shares

    3.82% of the 13F portfolio, value $24,422,294.

    13F-HR 0001085146-25-003410 filed by Intrua Financial, 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 131,316 shares
    Change vs previous 13F +6,370 shares

    4.96% of the 13F portfolio, value $30,533,656.

    13F-HR 0001085146-25-003408 filed by Intrua Financial, 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 124,946 shares
    Change vs previous 13F not available

    4.58% of the 13F portfolio, value $28,207,743.

    13F-HR 0001085146-25-003407 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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