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PTM WEALTH MANAGEMENT, LLC: XLK position timeline

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

PTM WEALTH MANAGEMENT, LLC held 167,527 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 167,527 shares
    Change vs previous 13F +4,122 shares

    13.27% of the 13F portfolio, value $29,464,612.

    13F-HR 0001951757-26-001122 filed by PTM WEALTH MANAGEMENT, 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 163,405 shares
    Change vs previous 13F -16,959 shares

    11.84% of the 13F portfolio, value $22,350,603.

    13F-HR 0001951757-26-000547 filed by PTM WEALTH MANAGEMENT, 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 180,364 shares
    Change vs previous 13F +92,626 shares

    14.72% of the 13F portfolio, value $26,084,250.

    13F-HR 0001951757-26-000043 filed by PTM WEALTH MANAGEMENT, 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 87,738 shares
    Change vs previous 13F +1,957 shares

    15.06% of the 13F portfolio, value $25,233,382.

    13F-HR 0001951757-25-001196 filed by PTM WEALTH MANAGEMENT, 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 85,781 shares
    Change vs previous 13F +7,008 shares

    14.59% of the 13F portfolio, value $22,042,255.

    13F-HR 0001951757-25-000592 filed by PTM WEALTH MANAGEMENT, 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 78,773 shares
    Change vs previous 13F not available

    14.89% of the 13F portfolio, value $14,157,902.

    13F-HR 0001951757-25-000525 filed by PTM WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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