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Successful Portfolios LLC: XLK position timeline

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

Successful Portfolios LLC held 31,980 XLK shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 31,980 shares
    Change vs previous 13F -767 shares

    2.96% of the 13F portfolio, value $6,423,229.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 32,747 shares
    Change vs previous 13F +604 shares

    2.84% of the 13F portfolio, value $6,077,390.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 32,143 shares
    Change vs previous 13F -175 shares

    2.31% of the 13F portfolio, value $4,192,712.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 32,318 shares
    Change vs previous 13F +16,040 shares

    2.41% of the 13F portfolio, value $4,723,214.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,278 shares
    Change vs previous 13F +3 shares

    2.68% of the 13F portfolio, value $4,588,021.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 16,275 shares
    Change vs previous 13F -112 shares

    2.53% of the 13F portfolio, value $4,121,421.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 16,387 shares
    Change vs previous 13F -60 shares

    2.3% of the 13F portfolio, value $3,383,608.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 16,447 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $3,824,296.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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