Skip to content
Disclosery

Socha Financial Group, LLC: XLK position timeline

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

Socha Financial Group, LLC held 142,093 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,093 shares
    Change vs previous 13F +1,808 shares

    11.01% of the 13F portfolio, value $27,071,506.

    13F-HR 0001967966-26-000003 filed by Socha Financial Group, 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 140,285 shares
    Change vs previous 13F +3,868 shares

    9.46% of the 13F portfolio, value $18,643,887.

    13F-HR 0001967966-26-000002 filed by Socha Financial Group, 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 136,417 shares
    Change vs previous 13F +74,886 shares

    9.58% of the 13F portfolio, value $19,640,027.

    13F-HR 0001967966-26-000001 filed by Socha Financial Group, 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 61,531 shares
    Change vs previous 13F -1,640 shares

    7.33% of the 13F portfolio, value $17,343,047.

    13F-HR 0001967966-25-000006 filed by Socha Financial Group, 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 63,171 shares
    Change vs previous 13F -13,814 shares

    7.12% of the 13F portfolio, value $15,996,779.

    13F-HR 0001967966-25-000004 filed by Socha Financial Group, 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 76,985 shares
    Change vs previous 13F +11,694 shares

    7.77% of the 13F portfolio, value $15,895,872.

    13F-HR 0001967966-25-000003 filed by Socha Financial Group, 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 65,291 shares
    Change vs previous 13F not available

    7.12% of the 13F portfolio, value $15,181,468.

    13F-HR 0001967966-25-000001 filed by Socha Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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