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Disclosery

Parisi Gray Wealth Management: XLK position timeline

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

Parisi Gray Wealth Management held 9,119 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,119 shares
    Change vs previous 13F +2 shares

    0.36% of the 13F portfolio, value $1,737,258.

    13F-HR 0001951757-26-000952 filed by Parisi Gray Wealth Management
    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 9,117 shares
    Change vs previous 13F -734 shares

    0.29% of the 13F portfolio, value $1,211,644.

    13F-HR 0001951757-26-000533 filed by Parisi Gray Wealth Management
    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 9,851 shares
    Change vs previous 13F +4,927 shares

    0.32% of the 13F portfolio, value $1,418,313.

    13F-HR 0001951757-26-000026 filed by Parisi Gray Wealth Management
    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 4,924 shares
    Change vs previous 13F -39 shares

    0.36% of the 13F portfolio, value $1,387,946.

    13F-HR 0001951757-25-001160 filed by Parisi Gray Wealth Management
    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 4,963 shares
    Change vs previous 13F +2 shares

    0.36% of the 13F portfolio, value $1,256,777.

    13F-HR 0001951757-25-000591 filed by Parisi Gray Wealth Management
    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 4,961 shares
    Change vs previous 13F -266 shares

    0.33% of the 13F portfolio, value $1,024,413.

    13F-HR 0001951757-25-000360 filed by Parisi Gray Wealth Management
    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 5,227 shares
    Change vs previous 13F +246 shares

    0.39% of the 13F portfolio, value $1,215,448.

    13F-HR 0001951757-25-000011 filed by Parisi Gray Wealth Management
    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 4,981 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,124,419.

    13F-HR 0001951757-24-000974 filed by Parisi Gray Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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