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Disclosery

Sherman Asset Management, Inc.: XLK position timeline

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

Sherman Asset Management, Inc. held 55,193 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,193 shares
    Change vs previous 13F -1,312 shares

    8.16% of the 13F portfolio, value $10,515,507.

    13F-HR 0001736535-26-000004 filed by Sherman Asset Management, Inc.
    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 56,505 shares
    Change vs previous 13F -165 shares

    6.91% of the 13F portfolio, value $7,509,462.

    13F-HR 0001736535-26-000003 filed by Sherman Asset Management, Inc.
    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 56,670 shares
    Change vs previous 13F +27,171 shares

    6.91% of the 13F portfolio, value $8,158,791.

    13F-HR 0001736535-26-000001 filed by Sherman Asset Management, Inc.
    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 29,499 shares
    Change vs previous 13F -101 shares

    7.17% of the 13F portfolio, value $8,314,709.

    13F-HR 0001736535-25-000007 filed by Sherman Asset Management, Inc.
    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 29,600 shares
    Change vs previous 13F -1,078 shares

    6.65% of the 13F portfolio, value $7,495,646.

    13F-HR 0001736535-25-000005 filed by Sherman Asset Management, Inc.
    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 30,678 shares
    Change vs previous 13F +591 shares

    6.05% of the 13F portfolio, value $6,334,354.

    13F-HR 0001736535-25-000003 filed by Sherman Asset Management, Inc.
    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 30,087 shares
    Change vs previous 13F not available

    6.4% of the 13F portfolio, value $6,995,803.

    13F-HR 0001736535-25-000002 filed by Sherman Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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