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Disclosery

LIGHTHOUSE FINANCIAL SERVICES INC /ADV: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LIGHTHOUSE FINANCIAL SERVICES INC /ADV on XLK, newest first. How the timeline and the estimate are built.

LIGHTHOUSE FINANCIAL SERVICES INC /ADV held 381,176 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 381,176 shares
    Change vs previous 13F -4,880 shares

    14.87% of the 13F portfolio, value $70,753,891.

    13F-HR 0001068979-26-000004 filed by LIGHTHOUSE FINANCIAL SERVICES INC /ADV
    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 386,056 shares
    Change vs previous 13F +2,169 shares

    12.88% of the 13F portfolio, value $57,113,065.

    13F-HR 0001068979-26-000003 filed by LIGHTHOUSE FINANCIAL SERVICES INC /ADV
    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 383,887 shares
    Change vs previous 13F not available

    12.71% of the 13F portfolio, value $55,268,237.

    13F-HR 0001068979-26-000002 filed by LIGHTHOUSE FINANCIAL SERVICES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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