Jessup Wealth Management, Inc: XLK position timeline

Jessup Wealth Management, Inc held 31,423 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 31,423 shares

   Change vs previous 13F -9,102 shares

   1.79% of the 13F portfolio, value $5,986,696.

   13F-HR 0001963536-26-000005 filed by Jessup Wealth Management, Inc
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 40,525 shares

   Change vs previous 13F +1,172 shares

   1.97% of the 13F portfolio, value $5,385,780.

   13F-HR 0001963536-26-000003 filed by Jessup Wealth Management, Inc
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 39,353 shares

   Change vs previous 13F +20,330 shares

   1.87% of the 13F portfolio, value $5,665,623.

   13F-HR 0001963536-26-000001 filed by Jessup Wealth Management, Inc
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 19,023 shares

   Change vs previous 13F +436 shares

   2% of the 13F portfolio, value $5,361,825.

   13F-HR 0001963536-25-000002 filed by Jessup Wealth Management, Inc
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 18,587 shares

   Change vs previous 13F not available

   1.89% of the 13F portfolio, value $4,706,840.

   13F-HR 0001085146-25-004502 filed by Jessup Wealth Management, Inc
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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