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Disclosery

LOWERY THOMAS, LLC: XLK position timeline

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

LOWERY THOMAS, LLC held 7,998 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,998 shares
    Change vs previous 13F -612 shares

    0.74% of the 13F portfolio, value $1,523,705.

    13F-HR 0001951757-26-001074 filed by LOWERY THOMAS, 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 8,610 shares
    Change vs previous 13F +275 shares

    0.65% of the 13F portfolio, value $1,144,236.

    13F-HR 0001951757-26-000843 filed by LOWERY THOMAS, 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 8,335 shares
    Change vs previous 13F +4,191 shares

    0.68% of the 13F portfolio, value $1,200,053.

    13F-HR 0001951757-26-000298 filed by LOWERY THOMAS, 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 4,144 shares
    Change vs previous 13F -60 shares

    0.67% of the 13F portfolio, value $1,168,113.

    13F-HR 0001951757-25-001359 filed by LOWERY THOMAS, 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 4,204 shares
    Change vs previous 13F -4 shares

    0.68% of the 13F portfolio, value $1,064,585.

    13F-HR 0001951757-25-000896 filed by LOWERY THOMAS, 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 4,208 shares
    Change vs previous 13F +168 shares

    0.59% of the 13F portfolio, value $868,744.

    13F-HR 0001951757-25-000505 filed by LOWERY THOMAS, 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 4,040 shares
    Change vs previous 13F +6 shares

    0.61% of the 13F portfolio, value $939,453.

    13F-HR 0001951757-25-000206 filed by LOWERY THOMAS, 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 4,034 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $910,409.

    13F-HR 0001951757-24-001185 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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