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Disclosery

WEALTHGARDEN F.S. LLC: XLK position timeline

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

WEALTHGARDEN F.S. LLC held 15,586 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,586 shares
    Change vs previous 13F -6,106 shares

    1.68% of the 13F portfolio, value $2,969,386.

    13F-HR 0002023633-26-000003 filed by WEALTHGARDEN F.S. 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 21,692 shares
    Change vs previous 13F +270 shares

    1.97% of the 13F portfolio, value $2,882,814.

    13F-HR 0002023633-26-000002 filed by WEALTHGARDEN F.S. 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 21,422 shares
    Change vs previous 13F +13,599 shares

    2.06% of the 13F portfolio, value $3,129,301.

    13F-HR 0002023633-26-000001 filed by WEALTHGARDEN F.S. LLC
    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 7,823 shares
    Change vs previous 13F +619 shares

    1.61% of the 13F portfolio, value $2,254,469.

    13F-HR 0002023633-25-000002 filed by WEALTHGARDEN F.S. LLC
    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 7,204 shares
    Change vs previous 13F -378 shares

    1.57% of the 13F portfolio, value $1,892,704.

    13F-HR 0001085146-25-004771 filed by WEALTHGARDEN F.S. LLC
    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 7,582 shares
    Change vs previous 13F -1,184 shares

    1.5% of the 13F portfolio, value $1,565,436.

    13F-HR 0001085146-25-002547 filed by WEALTHGARDEN F.S. LLC
    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 8,766 shares
    Change vs previous 13F +635 shares

    1.91% of the 13F portfolio, value $2,038,376.

    13F-HR 0001085146-25-000740 filed by WEALTHGARDEN F.S. LLC
    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/A 8,131 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $1,835,615.

    13F-HR/A 0001085146-24-005836 filed by WEALTHGARDEN F.S. LLC
    Filed (acceptance time not in the bulk data set), ingested

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