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Northeast Financial Consultants Inc: XLK position timeline

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

Northeast Financial Consultants Inc held 101,375 XLK shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 101,375 shares
    Change vs previous 13F -997 shares

    1.05% of the 13F portfolio, value $25,671,093.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 102,372 shares
    Change vs previous 13F -4,928 shares

    0.94% of the 13F portfolio, value $21,137,746.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 107,300 shares
    Change vs previous 13F -2,551 shares

    1.05% of the 13F portfolio, value $24,949,485.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 109,851 shares
    Change vs previous 13F -1,350 shares

    1.08% of the 13F portfolio, value $24,799,971.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 111,201 shares
    Change vs previous 13F -610 shares

    1.16% of the 13F portfolio, value $25,157,056.

    13F-HR 0001599863-24-000008 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 111,811 shares
    Change vs previous 13F +1,641 shares

    1.14% of the 13F portfolio, value $23,286,968.

    13F-HR 0001599863-24-000006 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 110,170 shares
    Change vs previous 13F -596 shares

    1.17% of the 13F portfolio, value $21,205,465.

    13F-HR 0001599863-24-000002 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 110,766 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $18,157,825.

    13F-HR 0001599863-23-000009 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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