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Disclosery

LPWM LLC: XLK position timeline

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

LPWM LLC held 10,988 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,988 shares
    Change vs previous 13F +24 shares

    0.46% of the 13F portfolio, value $2,093,343.

    13F-HR 0001951757-26-001044 filed by LPWM 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 10,964 shares
    Change vs previous 13F -872 shares

    0.37% of the 13F portfolio, value $1,457,173.

    13F-HR 0001951757-26-000557 filed by LPWM 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 11,836 shares
    Change vs previous 13F +6,159 shares

    0.43% of the 13F portfolio, value $1,704,078.

    13F-HR 0001951757-26-000010 filed by LPWM 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 5,677 shares
    Change vs previous 13F -60 shares

    0.43% of the 13F portfolio, value $1,600,184.

    13F-HR 0001951757-25-001174 filed by LPWM 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 5,737 shares
    Change vs previous 13F -42 shares

    0.42% of the 13F portfolio, value $1,452,830.

    13F-HR 0001951757-25-000587 filed by LPWM 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 5,779 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,193,279.

    13F-HR 0001951757-25-000345 filed by LPWM 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 5,779 shares
    Change vs previous 13F +2 shares

    0.43% of the 13F portfolio, value $1,343,757.

    13F-HR 0001951757-25-000018 filed by LPWM 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 5,777 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,287,186.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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