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Disclosery

Menard Financial Group LLC: XLK position timeline

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

Menard Financial Group LLC held 15,838 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,838 shares
    Change vs previous 13F -30 shares

    1.64% of the 13F portfolio, value $3,017,456.

    13F-HR 0001803156-26-000004 filed by Menard Financial Group 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 15,868 shares
    Change vs previous 13F -4,440 shares

    1.47% of the 13F portfolio, value $2,108,857.

    13F-HR 0001803156-26-000003 filed by Menard Financial Group 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 20,308 shares
    Change vs previous 13F +12,743 shares

    2.01% of the 13F portfolio, value $2,923,728.

    13F-HR 0001803156-26-000002 filed by Menard Financial Group 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 7,565 shares
    Change vs previous 13F +806 shares

    1.43% of the 13F portfolio, value $2,132,379.

    13F-HR 0001803156-25-000006 filed by Menard Financial Group 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 6,759 shares
    Change vs previous 13F -98 shares

    1.02% of the 13F portfolio, value $1,711,622.

    13F-HR 0002035601-25-000004 filed by Menard Financial Group 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 6,857 shares
    Change vs previous 13F +29 shares

    0.96% of the 13F portfolio, value $1,465,111.

    13F-HR 0001803156-25-000003 filed by Menard Financial Group 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 6,828 shares
    Change vs previous 13F -2 shares

    0.95% of the 13F portfolio, value $1,587,574.

    13F-HR 0001803156-25-000001 filed by Menard Financial Group 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 6,830 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,541,829.

    13F-HR 0001803156-24-000008 filed by Menard Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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