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LVM CAPITAL MANAGEMENT LTD/MI: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LVM CAPITAL MANAGEMENT LTD/MI on XLK, newest first. How the timeline and the estimate are built.

LVM CAPITAL MANAGEMENT LTD/MI held 18,372 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,372 shares
    Change vs previous 13F +16 shares

    0.29% of the 13F portfolio, value $3,500,000.

    13F-HR 0001053054-26-000003 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 18,356 shares
    Change vs previous 13F -21 shares

    0.23% of the 13F portfolio, value $2,440,000.

    13F-HR 0001053054-26-000002 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 18,377 shares
    Change vs previous 13F +9,081 shares

    0.25% of the 13F portfolio, value $2,646,000.

    13F-HR 0001053054-26-000001 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 9,296 shares
    Change vs previous 13F -78 shares

    0.25% of the 13F portfolio, value $2,620,000.

    13F-HR 0001053054-25-000010 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 9,374 shares
    Change vs previous 13F -2 shares

    0.25% of the 13F portfolio, value $2,374,000.

    13F-HR 0001053054-25-000005 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 9,376 shares
    Change vs previous 13F -344 shares

    0.22% of the 13F portfolio, value $1,936,000.

    13F-HR 0001053054-25-000004 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 9,720 shares
    Change vs previous 13F -363 shares

    0.24% of the 13F portfolio, value $2,260,000.

    13F-HR 0001053054-25-000001 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 10,083 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,281,000.

    13F-HR 0001053054-24-000004 filed by LVM CAPITAL MANAGEMENT LTD/MI
    Filed (acceptance time not in the bulk data set), ingested

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