Skip to content
Disclosery

LYNCH & ASSOCIATES/IN: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LYNCH & ASSOCIATES/IN on XLK, newest first. How the timeline and the estimate are built.

LYNCH & ASSOCIATES/IN held 20,113 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,113 shares
    Change vs previous 13F -115 shares

    0.67% of the 13F portfolio, value $3,831,929.

    13F-HR 0001108965-26-000003 filed by LYNCH & ASSOCIATES/IN
    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 20,228 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $2,688,301.

    13F-HR 0001108965-26-000002 filed by LYNCH & ASSOCIATES/IN
    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 20,228 shares
    Change vs previous 13F +10,114 shares

    0.55% of the 13F portfolio, value $2,912,225.

    13F-HR 0001108965-26-000001 filed by LYNCH & ASSOCIATES/IN
    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 10,114 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $2,850,732.

    13F-HR 0001108965-25-000006 filed by LYNCH & ASSOCIATES/IN
    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 10,114 shares
    Change vs previous 13F -110 shares

    0.52% of the 13F portfolio, value $2,561,168.

    13F-HR 0001108965-25-000005 filed by LYNCH & ASSOCIATES/IN
    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 10,224 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $2,111,052.

    13F-HR 0001108965-25-000004 filed by LYNCH & ASSOCIATES/IN
    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 10,224 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $2,377,284.

    13F-HR 0001108965-25-000001 filed by LYNCH & ASSOCIATES/IN
    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 10,224 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,308,170.

    13F-HR 0001108965-24-000004 filed by LYNCH & ASSOCIATES/IN
    Filed (acceptance time not in the bulk data set), ingested

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