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Disclosery

Keel Point, LLC: XLK position timeline

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

Keel Point, LLC held 28,112 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,112 shares
    Change vs previous 13F +274 shares

    0.32% of the 13F portfolio, value $5,355,899.

    13F-HR 0001386935-26-000003 filed by Keel Point, 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 27,838 shares
    Change vs previous 13F -47,087 shares

    0.25% of the 13F portfolio, value $3,699,673.

    13F-HR 0001386935-26-000002 filed by Keel Point, 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 74,925 shares
    Change vs previous 13F +34,736 shares

    0.65% of the 13F portfolio, value $10,787,007.

    13F-HR 0001386935-26-000001 filed by Keel Point, 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 40,189 shares
    Change vs previous 13F -91 shares

    0.7% of the 13F portfolio, value $11,327,772.

    13F-HR 0001386935-25-000007 filed by Keel Point, 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 40,280 shares
    Change vs previous 13F +9,486 shares

    0.67% of the 13F portfolio, value $10,200,222.

    13F-HR 0001386935-25-000004 filed by Keel Point, 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 30,794 shares
    Change vs previous 13F +1,197 shares

    0.49% of the 13F portfolio, value $6,358,303.

    13F-HR 0001386935-25-000002 filed by Keel Point, 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 29,597 shares
    Change vs previous 13F +9 shares

    0.55% of the 13F portfolio, value $6,881,793.

    13F-HR 0001386935-25-000001 filed by Keel Point, 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 29,588 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $6,679,771.

    13F-HR 0001386935-24-000007 filed by Keel Point, LLC
    Filed (acceptance time not in the bulk data set), ingested

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