Skip to content
Disclosery

Wealth Group Ltd: XLK position timeline

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

Wealth Group Ltd held 5,666 XLK shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,666 shares
    Change vs previous 13F +392 shares

    0.21% of the 13F portfolio, value $1,132,111.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,274 shares
    Change vs previous 13F -1,337 shares

    0.19% of the 13F portfolio, value $1,004,897.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,611 shares
    Change vs previous 13F +302 shares

    0.2% of the 13F portfolio, value $878,641.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,309 shares
    Change vs previous 13F +3,051 shares

    0.2% of the 13F portfolio, value $908,335.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,258 shares
    Change vs previous 13F -248 shares

    0.21% of the 13F portfolio, value $918,398.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,506 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $887,881.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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