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Disclosery

Richmond Investment Services, LLC: XLK position timeline

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

Richmond Investment Services, LLC held 11,159 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,159 shares
    Change vs previous 13F -15,834 shares

    0.67% of the 13F portfolio, value $2,125,921.

    13F-HR 0002085853-26-000873 filed by Richmond Investment Services, 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 26,993 shares
    Change vs previous 13F +799 shares

    0.58% of the 13F portfolio, value $3,587,527.

    13F-HR 0002085853-26-000531 filed by Richmond Investment Services, 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 26,194 shares
    Change vs previous 13F +12,104 shares

    0.65% of the 13F portfolio, value $3,771,389.

    13F-HR 0002085853-26-000262 filed by Richmond Investment Services, 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 14,090 shares
    Change vs previous 13F -558 shares

    0.74% of the 13F portfolio, value $3,971,270.

    13F-HR 0002085853-25-000267 filed by Richmond Investment Services, 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 14,648 shares
    Change vs previous 13F +6,512 shares

    0.78% of the 13F portfolio, value $3,709,425.

    13F-HR 0001667731-25-001095 filed by Richmond Investment Services, 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 8,136 shares
    Change vs previous 13F -22,474 shares

    0.91% of the 13F portfolio, value $1,679,997.

    13F-HR 0001667731-25-000637 filed by Richmond Investment Services, 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 30,610 shares
    Change vs previous 13F not available

    4% of the 13F portfolio, value $7,117,525.

    13F-HR 0001667731-25-000282 filed by Richmond Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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