Skip to content
Disclosery

SWEENEY & MICHEL, LLC: XLK position timeline

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

SWEENEY & MICHEL, LLC held 6,011 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,011 shares
    Change vs previous 13F -3,837 shares

    0.3% of the 13F portfolio, value $1,129,829.

    13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, LLC
    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 9,848 shares
    Change vs previous 13F +12 shares

    0.42% of the 13F portfolio, value $1,433,936.

    13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, LLC
    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 9,836 shares
    Change vs previous 13F +4,900 shares

    0.42% of the 13F portfolio, value $1,406,278.

    13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,936 shares
    Change vs previous 13F +24 shares

    0.46% of the 13F portfolio, value $1,374,132.

    13F-HR 0001754960-25-000788 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,912 shares
    Change vs previous 13F +8 shares

    0.45% of the 13F portfolio, value $1,256,737.

    13F-HR 0001979556-25-000002 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 4,904 shares
    Change vs previous 13F +130 shares

    0.39% of the 13F portfolio, value $881,472.

    13F-HR 0001979556-25-000001 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 4,774 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,102,365.

    13F-HR 0001979556-24-000003 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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