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Disclosery

Rolek Wealth Management LLC: XLK position timeline

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

Rolek Wealth Management LLC held 2,635 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,635 shares
    Change vs previous 13F +3 shares

    0.28% of the 13F portfolio, value $502,098.

    13F-HR 0001951757-26-001010 filed by Rolek 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 2,632 shares
    Change vs previous 13F +3 shares

    0.25% of the 13F portfolio, value $349,816.

    13F-HR 0001951757-26-000692 filed by Rolek 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 2,629 shares
    Change vs previous 13F +1,317 shares

    0.26% of the 13F portfolio, value $378,488.

    13F-HR 0001951757-26-000306 filed by Rolek 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 1,312 shares
    Change vs previous 13F +1 shares

    0.28% of the 13F portfolio, value $369,939.

    13F-HR 0001951757-25-001226 filed by Rolek 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 1,311 shares
    Change vs previous 13F +110 shares

    0.29% of the 13F portfolio, value $331,939.

    13F-HR 0001951757-25-000890 filed by Rolek 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 1,201 shares
    Change vs previous 13F +21 shares

    0.25% of the 13F portfolio, value $241,271.

    13F-HR 0001951757-25-000385 filed by Rolek Wealth Management 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 1,180 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $274,261.

    13F-HR 0001951757-25-000074 filed by Rolek Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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