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Disclosery

SUCCESSION FINANCIAL, INC.: XLK position timeline

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

SUCCESSION FINANCIAL, INC. held 1,906 XLK shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,906 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $373,100.

    13F-HR 0001754960-26-000874 filed by SUCCESSION FINANCIAL, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,906 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $363,131.

    13F-HR 0001754960-26-000705 filed by SUCCESSION FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).