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Disclosery

Oxler Private Wealth LLC: XLK position timeline

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

Oxler Private Wealth LLC held 5,976 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 5,976 shares
    Change vs previous 13F +7 shares

    0.33% of the 13F portfolio, value $1,138,495.

    13F-HR 0001172661-26-003014 filed by Oxler Private Wealth 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 5,969 shares
    Change vs previous 13F +8 shares

    0.25% of the 13F portfolio, value $793,225.

    13F-HR 0001172661-26-001546 filed by Oxler Private Wealth 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 5,961 shares
    Change vs previous 13F +2,984 shares

    0.25% of the 13F portfolio, value $858,274.

    13F-HR 0001172661-26-000281 filed by Oxler Private Wealth 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 2,977 shares
    Change vs previous 13F +4 shares

    0.24% of the 13F portfolio, value $838,959.

    13F-HR 0001172661-25-004542 filed by Oxler Private Wealth 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 2,973 shares
    Change vs previous 13F -58 shares

    0.24% of the 13F portfolio, value $752,818.

    13F-HR 0001172661-25-003095 filed by Oxler Private Wealth 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 3,031 shares
    Change vs previous 13F +5 shares

    0.22% of the 13F portfolio, value $625,870.

    13F-HR 0001172661-25-001598 filed by Oxler Private Wealth 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 3,026 shares
    Change vs previous 13F -117 shares

    0.23% of the 13F portfolio, value $703,625.

    13F-HR 0001172661-25-000337 filed by Oxler Private Wealth 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 3,143 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $709,651.

    13F-HR 0001172661-24-004245 filed by Oxler Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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