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Disclosery

WT Wealth Management: XLK position timeline

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

WT Wealth Management held 3,422 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,422 shares
    Change vs previous 13F -6 shares

    0.18% of the 13F portfolio, value $651,959.

    13F-HR 0001780507-26-000004 filed by WT Wealth Management
    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 3,428 shares
    Change vs previous 13F -294 shares

    0.14% of the 13F portfolio, value $455,581.

    13F-HR 0001780507-26-000003 filed by WT Wealth Management
    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 3,722 shares
    Change vs previous 13F +1,861 shares

    0.15% of the 13F portfolio, value $535,856.

    13F-HR 0001780507-26-000001 filed by WT Wealth Management
    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 1,861 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $524,541.

    13F-HR 0001780507-25-000012 filed by WT Wealth Management
    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 1,861 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $471,261.

    13F-HR 0001780507-25-000011 filed by WT Wealth Management
    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 1,861 shares
    Change vs previous 13F -148 shares

    0.12% of the 13F portfolio, value $384,259.

    13F-HR 0001780507-25-000008 filed by WT Wealth Management
    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 2,009 shares
    Change vs previous 13F -250 shares

    0.15% of the 13F portfolio, value $467,133.

    13F-HR 0001780507-25-000003 filed by WT Wealth Management
    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 2,259 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $521,626.

    13F-HR 0001780507-24-000005 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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