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Disclosery

Strategic Financial Partners, Ltd.: XLK position timeline

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

Strategic Financial Partners, Ltd. held 28,714 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,714 shares
    Change vs previous 13F +5,585 shares

    2.06% of the 13F portfolio, value $5,470,613.

    13F-HR 0002027921-26-000003 filed by Strategic Financial Partners, Ltd.
    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 23,129 shares
    Change vs previous 13F -5,211 shares

    1.33% of the 13F portfolio, value $3,073,927.

    13F-HR 0002027921-26-000002 filed by Strategic Financial Partners, Ltd.
    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 28,340 shares
    Change vs previous 13F +13,677 shares

    1.77% of the 13F portfolio, value $4,080,243.

    13F-HR 0002027921-26-000001 filed by Strategic Financial Partners, Ltd.
    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 14,663 shares
    Change vs previous 13F +14,663 shares

    1.89% of the 13F portfolio, value $4,132,939.

    13F-HR 0002027921-25-000002 filed by Strategic Financial Partners, Ltd.
    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 0 shares
    Change vs previous 13F -12,420 shares

    13F-HR 0001085146-25-004570 filed by Strategic Financial Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 12,420 shares
    Change vs previous 13F -1,758 shares

    1.35% of the 13F portfolio, value $2,564,621.

    13F-HR 0001085146-25-002629 filed by Strategic Financial Partners, Ltd.
    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 14,178 shares
    Change vs previous 13F +1,080 shares

    1.68% of the 13F portfolio, value $3,296,850.

    13F-HR 0001085146-25-000942 filed by Strategic Financial Partners, Ltd.
    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 13,098 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $2,957,128.

    13F-HR 0001085146-24-005180 filed by Strategic Financial Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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