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Opulen Financial Group LLC: XLK position timeline

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

Opulen Financial Group LLC held 3,038 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,038 shares
    Change vs previous 13F +4 shares

    0.36% of the 13F portfolio, value $578,774.

    13F-HR 0002055099-26-000003 filed by Opulen Financial Group 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 3,034 shares
    Change vs previous 13F +53 shares

    0.28% of the 13F portfolio, value $403,275.

    13F-HR 0002055099-26-000002 filed by Opulen Financial Group 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 2,981 shares
    Change vs previous 13F +1,576 shares

    0.31% of the 13F portfolio, value $429,180.

    13F-HR 0002055099-26-000001 filed by Opulen Financial Group 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 1,405 shares
    Change vs previous 13F +2 shares

    0.3% of the 13F portfolio, value $395,975.

    13F-HR 0002055099-25-000010 filed by Opulen Financial Group 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 1,403 shares
    Change vs previous 13F -86 shares

    0.29% of the 13F portfolio, value $355,339.

    13F-HR 0002055099-25-000004 filed by Opulen Financial Group 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 1,489 shares
    Change vs previous 13F +23 shares

    0.28% of the 13F portfolio, value $307,492.

    13F-HR 0002055099-25-000002 filed by Opulen Financial Group 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 1,466 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $340,790.

    13F-HR 0002055099-25-000001 filed by Opulen Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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