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Disclosery

Tiller Private Wealth, Inc.: XLK position timeline

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

Tiller Private Wealth, Inc. held 173,196 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,196 shares
    Change vs previous 13F -6,195 shares

    10.34% of the 13F portfolio, value $32,997,314.

    13F-HR 0001663649-26-000003 filed by Tiller Private Wealth, 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 179,391 shares
    Change vs previous 13F -1,427 shares

    8.47% of the 13F portfolio, value $23,841,117.

    13F-HR 0001663649-26-000002 filed by Tiller Private Wealth, Inc.
    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 180,818 shares
    Change vs previous 13F +86,812 shares

    9.26% of the 13F portfolio, value $26,032,348.

    13F-HR 0001663649-26-000001 filed by Tiller Private Wealth, Inc.
    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 94,006 shares
    Change vs previous 13F -1,440 shares

    9.43% of the 13F portfolio, value $26,496,650.

    13F-HR 0001663649-25-000002 filed by Tiller Private Wealth, Inc.
    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 95,446 shares
    Change vs previous 13F -1,942 shares

    9.19% of the 13F portfolio, value $24,170,000.

    13F-HR 0001085146-25-003916 filed by Tiller Private Wealth, Inc.
    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 97,388 shares
    Change vs previous 13F -86 shares

    8.38% of the 13F portfolio, value $20,109,000.

    13F-HR 0001085146-25-002880 filed by Tiller Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 97,474 shares
    Change vs previous 13F +461 shares

    9.61% of the 13F portfolio, value $22,664,596.

    13F-HR 0001085146-25-001259 filed by Tiller Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 97,013 shares
    Change vs previous 13F not available

    9.08% of the 13F portfolio, value $21,901,601.

    13F-HR 0001085146-24-005404 filed by Tiller Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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