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Disclosery

Up Capital Management, Inc.: XLK position timeline

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

Up Capital Management, Inc. held 50,290 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,290 shares
    Change vs previous 13F -1,515 shares

    7.41% of the 13F portfolio, value $9,581,193.

    13F-HR 0001214659-26-009669 filed by Up Capital Management, 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 51,805 shares
    Change vs previous 13F -12,454 shares

    7.72% of the 13F portfolio, value $6,884,822.

    13F-HR 0001214659-26-004853 filed by Up Capital Management, 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 64,259 shares
    Change vs previous 13F not available

    8.27% of the 13F portfolio, value $9,251,352.

    13F-HR 0001214659-26-003633 filed by Up Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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