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Disclosery

&PARTNERS: XLK position timeline

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

&PARTNERS held 437,082 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 437,082 shares
    Change vs previous 13F -3,824 shares

    0.34% of the 13F portfolio, value $83,304,917.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 440,906 shares
    Change vs previous 13F +34,106 shares

    0.29% of the 13F portfolio, value $58,587,296.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 406,800 shares
    Change vs previous 13F +225,514 shares

    0.31% of the 13F portfolio, value $58,553,638.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 181,286 shares
    Change vs previous 13F +21,362 shares

    0.33% of the 13F portfolio, value $51,089,887.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 159,924 shares
    Change vs previous 13F +15,904 shares

    0.31% of the 13F portfolio, value $40,499,945.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 144,020 shares
    Change vs previous 13F +15,482 shares

    0.32% of the 13F portfolio, value $29,848,883.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 128,538 shares
    Change vs previous 13F +68,394 shares

    0.36% of the 13F portfolio, value $30,310,803.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 60,144 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $13,554,561.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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