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Relyea Zuckerberg Hanson LLC: XLK position timeline

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

Relyea Zuckerberg Hanson LLC held 100,169 XLK shares at 2026-06-30 per its 13F-HR/A filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 100,169 shares
    Change vs previous 13F +27,392 shares

    1.59% of the 13F portfolio, value $19,084,133.

    13F-HR/A 0001793691-26-000005 filed by Relyea Zuckerberg Hanson 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 72,777 shares
    Change vs previous 13F -3,464 shares

    0.97% of the 13F portfolio, value $9,672,019.

    13F-HR 0001793691-26-000002 filed by Relyea Zuckerberg Hanson 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 76,241 shares
    Change vs previous 13F +37,706 shares

    1.11% of the 13F portfolio, value $10,976,370.

    13F-HR 0001793691-26-000001 filed by Relyea Zuckerberg Hanson 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 38,535 shares
    Change vs previous 13F -1,145 shares

    1.14% of the 13F portfolio, value $10,861,399.

    13F-HR 0001793691-25-000008 filed by Relyea Zuckerberg Hanson 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 39,680 shares
    Change vs previous 13F -18 shares

    1.18% of the 13F portfolio, value $10,048,222.

    13F-HR 0001793691-25-000003 filed by Relyea Zuckerberg Hanson 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 39,698 shares
    Change vs previous 13F +1 shares

    1.1% of the 13F portfolio, value $8,196,755.

    13F-HR 0001793691-25-000002 filed by Relyea Zuckerberg Hanson 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 39,697 shares
    Change vs previous 13F +1 shares

    1.24% of the 13F portfolio, value $9,230,313.

    13F-HR 0001793691-25-000001 filed by Relyea Zuckerberg Hanson 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 39,696 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $8,961,810.

    13F-HR 0001793691-24-000005 filed by Relyea Zuckerberg Hanson LLC
    Filed (acceptance time not in the bulk data set), ingested

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