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Disclosery

Royal Fund Management, LLC: XLK position timeline

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

Royal Fund Management, LLC held 61,305 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,305 shares
    Change vs previous 13F +46,677 shares

    0.98% of the 13F portfolio, value $11,679,862.

    13F-HR 0001172661-26-002681 filed by Royal Fund 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 14,628 shares
    Change vs previous 13F +2,733 shares

    0.19% of the 13F portfolio, value $1,947,632.

    13F-HR 0001172661-26-002431 filed by Royal Fund 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 11,895 shares
    Change vs previous 13F +8,710 shares

    0.16% of the 13F portfolio, value $1,715,195.

    13F-HR 0001172661-26-000197 filed by Royal Fund 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 3,185 shares
    Change vs previous 13F -278 shares

    0.11% of the 13F portfolio, value $900,997.

    13F-HR 0001172661-25-004479 filed by Royal Fund 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 3,463 shares
    Change vs previous 13F +1,421 shares

    0.09% of the 13F portfolio, value $878,961.

    13F-HR 0001172661-25-003168 filed by Royal Fund 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 2,042 shares
    Change vs previous 13F +839 shares

    0.05% of the 13F portfolio, value $422,833.

    13F-HR 0001172661-25-001875 filed by Royal Fund 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 1,203 shares
    Change vs previous 13F +247 shares

    0.03% of the 13F portfolio, value $280,279.

    13F-HR 0001172661-25-000229 filed by Royal Fund Management, 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 956 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $216,092.

    13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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