Skip to content
Disclosery

MCMORGAN & CO LLC: XLK position timeline

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

MCMORGAN & CO LLC held 2,175 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,175 shares
    Change vs previous 13F -524 shares

    0.06% of the 13F portfolio, value $414,487.

    13F-HR 0001162695-26-000003 filed by MCMORGAN & CO 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 2,699 shares
    Change vs previous 13F +1,124 shares

    0.06% of the 13F portfolio, value $358,778.

    13F-HR 0001162695-26-000002 filed by MCMORGAN & CO 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 1,575 shares
    Change vs previous 13F +322 shares

    0.04% of the 13F portfolio, value $226,795.

    13F-HR 0001162695-26-000001 filed by MCMORGAN & CO 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 1,253 shares
    Change vs previous 13F -53,116 shares

    0.05% of the 13F portfolio, value $353,229.

    13F-HR 0001162695-25-000006 filed by MCMORGAN & CO 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 54,369 shares
    Change vs previous 13F +473 shares

    2.03% of the 13F portfolio, value $13,767,931.

    13F-HR 0001162695-25-000003 filed by MCMORGAN & CO 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 53,896 shares
    Change vs previous 13F +1,443 shares

    1.78% of the 13F portfolio, value $11,128,381.

    13F-HR 0001162695-25-000002 filed by MCMORGAN & CO 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 52,453 shares
    Change vs previous 13F -3,903 shares

    1.89% of the 13F portfolio, value $12,196,499.

    13F-HR 0001162695-25-000001 filed by MCMORGAN & CO 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 56,356 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $12,722,975.

    13F-HR 0001162695-24-000006 filed by MCMORGAN & CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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