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Kensington Investment Counsel, LLC: XLK position timeline

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

Kensington Investment Counsel, LLC held 6,085 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 6,085 shares
    Change vs previous 13F -556 shares

    0.5% of the 13F portfolio, value $1,159,314.

    13F-HR 0001845536-26-000003 filed by Kensington Investment Counsel, 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 6,641 shares
    Change vs previous 13F +2,687 shares

    0.42% of the 13F portfolio, value $882,589.

    13F-HR 0001845536-26-000002 filed by Kensington Investment Counsel, 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 3,954 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $569,257.

    13F-HR 0001845536-26-000001 filed by Kensington Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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