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Disclosery

Michels Family Financial, LLC: XLK position timeline

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

Michels Family Financial, LLC held 2,305 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 2,305 shares
    Change vs previous 13F +274 shares

    0.28% of the 13F portfolio, value $439,170.

    13F-HR 0001214659-26-010286 filed by Michels Family Financial, 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 2,031 shares
    Change vs previous 13F +123 shares

    0.19% of the 13F portfolio, value $269,865.

    13F-HR 0001214659-26-005035 filed by Michels Family Financial, 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 1,908 shares
    Change vs previous 13F +945 shares

    0.2% of the 13F portfolio, value $274,757.

    13F-HR 0001214659-26-002176 filed by Michels Family Financial, 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 963 shares
    Change vs previous 13F -115 shares

    0.21% of the 13F portfolio, value $271,567.

    13F-HR 0001214659-25-016133 filed by Michels Family Financial, 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 1,078 shares
    Change vs previous 13F +21 shares

    0.23% of the 13F portfolio, value $273,044.

    13F-HR 0001214659-25-010478 filed by Michels Family Financial, 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 1,057 shares
    Change vs previous 13F +76 shares

    0.2% of the 13F portfolio, value $218,188.

    13F-HR 0001214659-25-007892 filed by Michels Family Financial, 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 981 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $228,128.

    13F-HR 0001214659-25-003152 filed by Michels Family Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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