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Next Capital Management LLC: XLK position timeline

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

Next Capital Management LLC held 10,700 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,700 shares
    Change vs previous 13F +2,323 shares

    0.55% of the 13F portfolio, value $2,038,644.

    13F-HR 0001437749-26-025432 filed by Next Capital 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 8,377 shares
    Change vs previous 13F +29 shares

    0.34% of the 13F portfolio, value $1,113,342.

    13F-HR 0001437749-26-015365 filed by Next Capital 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 8,348 shares
    Change vs previous 13F +4,321 shares

    0.38% of the 13F portfolio, value $1,201,884.

    13F-HR 0001437749-26-003766 filed by Next Capital 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 4,027 shares
    Change vs previous 13F +56 shares

    0.38% of the 13F portfolio, value $1,135,050.

    13F-HR 0001437749-25-033205 filed by Next Capital 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 3,971 shares
    Change vs previous 13F +157 shares

    0.37% of the 13F portfolio, value $1,005,576.

    13F-HR 0001437749-25-024802 filed by Next Capital 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 3,814 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $787,515.

    13F-HR 0001437749-25-014677 filed by Next Capital 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 3,814 shares
    Change vs previous 13F -108 shares

    0.36% of the 13F portfolio, value $886,831.

    13F-HR 0001437749-25-003355 filed by Next Capital 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 3,922 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $885,431.

    13F-HR 0001437749-24-033793 filed by Next Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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