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Disclosery

Marks Wealth, LLC: XLK position timeline

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

Marks Wealth, LLC held 2,802 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 2,802 shares
    Change vs previous 13F +2,802 shares

    0.12% of the 13F portfolio, value $533,837.

    13F-HR 0002085853-26-000902 filed by Marks Wealth, 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 0 shares
    Change vs previous 13F -2,565 shares

    13F-HR 0002085853-26-000552 filed by Marks Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 2,565 shares
    Change vs previous 13F -154,658 shares

    0.12% of the 13F portfolio, value $369,283.

    13F-HR 0002085853-26-000166 filed by Marks Wealth, 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 157,223 shares
    Change vs previous 13F +4,198 shares

    13.69% of the 13F portfolio, value $44,314,875.

    13F-HR 0002085853-25-000180 filed by Marks Wealth, 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 153,025 shares
    Change vs previous 13F +153,025 shares

    12.57% of the 13F portfolio, value $38,750,521.

    13F-HR 0001667731-25-000881 filed by Marks Wealth, 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 0 shares
    Change vs previous 13F -140,892 shares

    13F-HR 0001667731-25-000550 filed by Marks Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 140,892 shares
    Change vs previous 13F +12,229 shares

    15.77% of the 13F portfolio, value $32,760,208.

    13F-HR 0001667731-25-000043 filed by Marks Wealth, 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 128,663 shares
    Change vs previous 13F not available

    12.47% of the 13F portfolio, value $29,046,959.

    13F-HR 0001838660-24-000005 filed by Marks Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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