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Disclosery

Spectrum Wealth Counsel, LLC: XLK position timeline

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

Spectrum Wealth Counsel, LLC held 158,473 XLK shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 158,473 shares
    Change vs previous 13F -20,321 shares

    3.93% of the 13F portfolio, value $32,721,506.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 178,794 shares
    Change vs previous 13F +287 shares

    4.89% of the 13F portfolio, value $41,573,181.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 178,507 shares
    Change vs previous 13F -14,601 shares

    4.76% of the 13F portfolio, value $40,299,741.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 193,108 shares
    Change vs previous 13F -27,696 shares

    5.53% of the 13F portfolio, value $43,686,823.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 220,804 shares
    Change vs previous 13F +44,162 shares

    5.63% of the 13F portfolio, value $45,986,850.

    13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 176,642 shares
    Change vs previous 13F not available

    4.71% of the 13F portfolio, value $34,000,053.

    13F-HR 0002011274-24-000001 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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