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PLANWISER FINANCIAL, LLC: XLK position timeline

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

PLANWISER FINANCIAL, LLC held 17,096 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,096 shares
    Change vs previous 13F -3,115 shares

    2.26% of the 13F portfolio, value $3,257,130.

    13F-HR 0002043741-26-000001 filed by PLANWISER FINANCIAL, 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 20,211 shares
    Change vs previous 13F -4,160 shares

    2.2% of the 13F portfolio, value $3,037,713.

    13F-HR 0001986152-26-000083 filed by PLANWISER FINANCIAL, 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/A 24,371 shares
    Change vs previous 13F +15,543 shares

    2.62% of the 13F portfolio, value $3,504,794.

    13F-HR/A 0001986152-26-000035 filed by PLANWISER FINANCIAL, 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 8,828 shares
    Change vs previous 13F -2,754 shares

    2.12% of the 13F portfolio, value $2,665,261.

    13F-HR 0001986152-25-000105 filed by PLANWISER FINANCIAL, 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 11,582 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $3,058,575.

    13F-HR 0001986152-25-000068 filed by PLANWISER FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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