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Whitaker-Myers Wealth Managers, LTD.: XLK position timeline

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

Whitaker-Myers Wealth Managers, LTD. held 12,729 XLK shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,729 shares
    Change vs previous 13F -3,844 shares

    0.41% of the 13F portfolio, value $2,491,675.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,573 shares
    Change vs previous 13F +14,750 shares

    0.53% of the 13F portfolio, value $3,157,524.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, 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 1,823 shares
    Change vs previous 13F -17,267 shares

    0.05% of the 13F portfolio, value $242,280.

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, 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 19,090 shares
    Change vs previous 13F +11,009 shares

    0.57% of the 13F portfolio, value $2,748,379.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, 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 8,081 shares
    Change vs previous 13F +2,566 shares

    0.5% of the 13F portfolio, value $2,277,830.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, 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 5,515 shares
    Change vs previous 13F +970 shares

    0.35% of the 13F portfolio, value $1,396,633.

    13F-HR 0001667731-25-000741 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,545 shares
    Change vs previous 13F +1,061 shares

    0.26% of the 13F portfolio, value $938,469.

    13F-HR 0001667731-25-000415 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,484 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $810,068.

    13F-HR 0001667731-25-000038 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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