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Disclosery

L.M. KOHN & COMPANY: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.M. KOHN & COMPANY on XLK, newest first. How the timeline and the estimate are built.

L.M. KOHN & COMPANY held 4,945 XLK shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 4,945 shares
    Change vs previous 13F -612 shares

    1.68% of the 13F portfolio, value $1,393,812.

    13F-HR 0001214659-25-015817 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 5,557 shares
    Change vs previous 13F -3,734 shares

    0.38% of the 13F portfolio, value $1,407,210.

    13F-HR 0001214659-25-011375 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 9,291 shares
    Change vs previous 13F -3,308 shares

    0.5% of the 13F portfolio, value $1,918,328.

    13F-HR 0001214659-25-006185 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 12,599 shares
    Change vs previous 13F +372 shares

    0.76% of the 13F portfolio, value $2,929,621.

    13F-HR 0001214659-25-001603 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 12,227 shares
    Change vs previous 13F +5,984 shares

    0.7% of the 13F portfolio, value $2,760,411.

    13F-HR 0001214659-24-019201 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 6,243 shares
    Change vs previous 13F +927 shares

    0.39% of the 13F portfolio, value $1,425,045.

    13F-HR 0001214659-24-013256 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 5,316 shares
    Change vs previous 13F -45 shares

    0.31% of the 13F portfolio, value $1,107,163.

    13F-HR 0001214659-24-007537 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 5,361 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,031,885.

    13F-HR 0001214659-24-002225 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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