StrongBox Wealth, LLC: XLK position timeline

StrongBox Wealth, LLC held 2,804 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,804 shares

   Change vs previous 13F -3 shares

   0.15% of the 13F portfolio, value $534,395.

   13F-HR 0001812155-26-000002 filed by StrongBox Wealth, LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 2,807 shares

   Change vs previous 13F -9 shares

   0.12% of the 13F portfolio, value $373,171.

   13F-HR 0001172661-26-001636 filed by StrongBox Wealth, LLC
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,816 shares

   Change vs previous 13F +1,367 shares

   0.13% of the 13F portfolio, value $405,407.

   13F-HR 0001172661-26-000233 filed by StrongBox Wealth, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,449 shares

   Change vs previous 13F +6 shares

   0.14% of the 13F portfolio, value $408,548.

   13F-HR 0001172661-25-004182 filed by StrongBox Wealth, LLC
   Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,443 shares

   Change vs previous 13F -251 shares

   0.14% of the 13F portfolio, value $365,495.

   13F-HR 0001172661-25-002507 filed by StrongBox Wealth, LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 1,694 shares

   Change vs previous 13F -28 shares

   0.15% of the 13F portfolio, value $349,761.

   13F-HR 0001172661-25-001754 filed by StrongBox Wealth, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 1,722 shares

   Change vs previous 13F -401 shares

   0.17% of the 13F portfolio, value $400,491.

   13F-HR 0001172661-25-000188 filed by StrongBox Wealth, LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 2,123 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $479,237.

   13F-HR 0001172661-24-004566 filed by StrongBox Wealth, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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