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Disclosery

THEORY FINANCIAL LLC: XLK position timeline

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

THEORY FINANCIAL LLC held 30,217 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,217 shares
    Change vs previous 13F +2,106 shares

    1.81% of the 13F portfolio, value $5,756,943.

    13F-HR 0001899158-26-000003 filed by THEORY FINANCIAL 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 28,111 shares
    Change vs previous 13F -2,403 shares

    1.31% of the 13F portfolio, value $3,735,952.

    13F-HR 0001899158-26-000002 filed by THEORY FINANCIAL 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 30,514 shares
    Change vs previous 13F +30,514 shares

    1.5% of the 13F portfolio, value $4,457,485.

    13F-HR 0001899158-26-000001 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001085146-24-005400 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.