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Disclosery

TILIA FIDUCIARY PARTNERS, INC.: XLK position timeline

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

TILIA FIDUCIARY PARTNERS, INC. held 39,720 XLK shares at 2026-09-30 per its 13F-HR/A filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F/A 39,720 shares
    Change vs previous 13F +38,604 shares

    3.58% of the 13F portfolio, value $7,775,149.

    13F-HR/A 0001910210-26-000005 filed by TILIA FIDUCIARY PARTNERS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,116 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $212,620.

    13F-HR 0001910210-26-000003 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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