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Disclosery

Samara Investment Management, LLC: XLK position timeline

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

Samara Investment Management, LLC held 4,269 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,269 shares
    Change vs previous 13F +866 shares

    0.75% of the 13F portfolio, value $813,330.

    13F-HR 0001986152-26-000139 filed by Samara Investment 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 3,403 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $452,259.

    13F-HR 0001986152-26-000067 filed by Samara Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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