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Disclosery

WNY Asset Management, LLC: XLK position timeline

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

WNY Asset Management, LLC held 203,947 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 203,947 shares
    Change vs previous 13F +154,848 shares

    3.48% of the 13F portfolio, value $38,855,888.

    13F-HR 0002085853-26-001032 filed by WNY Asset Management, 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 49,099 shares
    Change vs previous 13F +16,596 shares

    0.67% of the 13F portfolio, value $6,525,264.

    13F-HR 0002085853-26-000609 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 32,503 shares
    Change vs previous 13F +353 shares

    0.88% of the 13F portfolio, value $9,161,408.

    13F-HR 0002085853-25-000279 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 32,150 shares
    Change vs previous 13F +728 shares

    0.9% of the 13F portfolio, value $8,141,316.

    13F-HR 0001667731-25-001043 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 31,422 shares
    Change vs previous 13F +2,416 shares

    0.77% of the 13F portfolio, value $6,487,917.

    13F-HR 0001667731-25-000592 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 29,006 shares
    Change vs previous 13F +3,279 shares

    0.84% of the 13F portfolio, value $6,744,465.

    13F-HR 0001667731-25-000314 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 25,727 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $5,808,152.

    13F-HR 0001803296-24-000004 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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