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MMA ASSET MANAGEMENT LLC: XLK position timeline

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

MMA ASSET MANAGEMENT LLC held 17,495 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,495 shares
    Change vs previous 13F -1,211 shares

    1.06% of the 13F portfolio, value $3,333,164.

    13F-HR 0001193125-26-332485 filed by MMA ASSET MANAGEMENT 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 18,706 shares
    Change vs previous 13F -1,246 shares

    0.88% of the 13F portfolio, value $2,486,013.

    13F-HR 0001193125-26-147137 filed by MMA ASSET MANAGEMENT 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 19,952 shares
    Change vs previous 13F +9,882 shares

    1.02% of the 13F portfolio, value $2,872,447.

    13F-HR 0001193125-26-033937 filed by MMA ASSET MANAGEMENT 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 10,070 shares
    Change vs previous 13F +550 shares

    0.95% of the 13F portfolio, value $2,838,182.

    13F-HR 0001193125-25-266364 filed by MMA ASSET MANAGEMENT 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 9,520 shares
    Change vs previous 13F -1,655 shares

    0.92% of the 13F portfolio, value $2,410,658.

    13F-HR 0000950123-25-006996 filed by MMA ASSET MANAGEMENT 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 11,175 shares
    Change vs previous 13F +1,870 shares

    0.97% of the 13F portfolio, value $2,307,313.

    13F-HR 0000950123-25-004263 filed by MMA ASSET MANAGEMENT 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 9,305 shares
    Change vs previous 13F -14,415 shares

    0.95% of the 13F portfolio, value $2,163,687.

    13F-HR 0000950123-25-000960 filed by MMA ASSET MANAGEMENT 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 23,720 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $4,428,010.

    13F-HR 0000950123-25-000958 filed by MMA ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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