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Disclosery

Welch Financial Planning, LLC: XLK position timeline

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

Welch Financial Planning, LLC held 96,704 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,704 shares
    Change vs previous 13F +4,328 shares

    10.74% of the 13F portfolio, value $18,424,065.

    13F-HR 0002085141-26-000003 filed by Welch Financial Planning, 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 92,376 shares
    Change vs previous 13F +6,743 shares

    8.83% of the 13F portfolio, value $12,276,784.

    13F-HR 0002085141-26-000002 filed by Welch Financial Planning, 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 85,633 shares
    Change vs previous 13F not available

    8.98% of the 13F portfolio, value $12,328,597.

    13F-HR 0002085141-26-000001 filed by Welch Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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