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Disclosery

TAGStone Capital, Inc.: XLK position timeline

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

TAGStone Capital, Inc. held 5,541 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 5,541 shares
    Change vs previous 13F +35 shares

    0.34% of the 13F portfolio, value $1,055,751.

    13F-HR 0001903044-26-000003 filed by TAGStone Capital, Inc.
    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 5,506 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $731,770.

    13F-HR 0001903044-26-000002 filed by TAGStone Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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