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Disclosery

Narus Financial Partners, LLC: XLK position timeline

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

Narus Financial Partners, LLC held 69,259 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,259 shares
    Change vs previous 13F +470 shares

    3.39% of the 13F portfolio, value $13,195,277.

    13F-HR 0001698091-26-000004 filed by Narus Financial Partners, 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 68,789 shares
    Change vs previous 13F +3,495 shares

    2.4% of the 13F portfolio, value $9,142,091.

    13F-HR 0001698091-26-000003 filed by Narus Financial Partners, 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 65,294 shares
    Change vs previous 13F +32,173 shares

    2.59% of the 13F portfolio, value $9,400,410.

    13F-HR 0001698091-26-000002 filed by Narus Financial Partners, 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/A 33,121 shares
    Change vs previous 13F +2,508 shares

    2.55% of the 13F portfolio, value $9,335,513.

    13F-HR/A 0001698091-26-000001 filed by Narus Financial Partners, 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 30,613 shares
    Change vs previous 13F +4,162 shares

    2.42% of the 13F portfolio, value $7,752,130.

    13F-HR 0001698091-25-000004 filed by Narus Financial Partners, 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 26,451 shares
    Change vs previous 13F +3,686 shares

    1.86% of the 13F portfolio, value $5,461,602.

    13F-HR 0001698091-25-000003 filed by Narus Financial Partners, 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 22,765 shares
    Change vs previous 13F +2,458 shares

    1.79% of the 13F portfolio, value $5,293,318.

    13F-HR 0001698091-25-000001 filed by Narus Financial Partners, 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 20,307 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $4,584,508.

    13F-HR 0001698091-24-000009 filed by Narus Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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