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KLINGENSTEIN FIELDS & CO LP: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KLINGENSTEIN FIELDS & CO LP on XLK, newest first. How the timeline and the estimate are built.

KLINGENSTEIN FIELDS & CO LP held 162,604 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,604 shares
    Change vs previous 13F +106,506 shares

    1.08% of the 13F portfolio, value $30,964,680.

    13F-HR 0001398344-26-013512 filed by KLINGENSTEIN FIELDS & CO LP
    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 56,098 shares
    Change vs previous 13F -1,988 shares

    0.29% of the 13F portfolio, value $7,456,547.

    13F-HR 0001398344-26-009033 filed by KLINGENSTEIN FIELDS & CO LP
    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 58,086 shares
    Change vs previous 13F +27,989 shares

    0.31% of the 13F portfolio, value $8,361,479.

    13F-HR 0001398344-26-002952 filed by KLINGENSTEIN FIELDS & CO LP
    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 30,097 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $8,486,451.

    13F-HR 0001398344-25-020923 filed by KLINGENSTEIN FIELDS & CO LP
    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 30,097 shares
    Change vs previous 13F -1,505 shares

    0.3% of the 13F portfolio, value $7,621,464.

    13F-HR 0000859872-25-000003 filed by KLINGENSTEIN FIELDS & CO LP
    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 31,602 shares
    Change vs previous 13F -898 shares

    0.28% of the 13F portfolio, value $6,525,181.

    13F-HR 0000859872-25-000002 filed by KLINGENSTEIN FIELDS & CO LP
    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 32,500 shares
    Change vs previous 13F -49,478 shares

    0.3% of the 13F portfolio, value $7,556,900.

    13F-HR 0000859872-25-000001 filed by KLINGENSTEIN FIELDS & CO LP
    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 81,978 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $18,507,353.

    13F-HR 0000859872-24-000005 filed by KLINGENSTEIN FIELDS & CO LP
    Filed (acceptance time not in the bulk data set), ingested

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