Skip to content
Disclosery

Vision Retirement, LLC: XLK position timeline

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

Vision Retirement, LLC held 1,196 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,196 shares
    Change vs previous 13F -48 shares

    0.06% of the 13F portfolio, value $227,848.

    13F-HR 0002069023-26-000003 filed by Vision Retirement, 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 1,244 shares
    Change vs previous 13F +270 shares

    0.05% of the 13F portfolio, value $165,324.

    13F-HR 0002069023-26-000001 filed by Vision Retirement, 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 974 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $140,252.

    13F-HR 0002069023-26-000002 filed by Vision Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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