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Focus Partners Wealth: XLK position timeline

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

Focus Partners Wealth held 12,727,010 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,727,010 shares
    Change vs previous 13F -280,547 shares

    2.22% of the 13F portfolio, value $2,424,749,665.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 12,703,573 shares
    • Focus Partners Advisor Solutions, LLC: 23,437 shares

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

  2. period ended2026-03-31
    13F 13,007,557 shares
    Change vs previous 13F -139,632 shares

    1.73% of the 13F portfolio, value $1,728,854,551.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 12,980,953 shares
    • Focus Partners Advisor Solutions, LLC: 26,604 shares

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

  3. period ended2025-12-31
    13F 13,147,189 shares
    Change vs previous 13F +6,454,189 shares

    1.97% of the 13F portfolio, value $1,892,801,073.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 13,123,017 shares
    • Focus Partners Advisor Solutions, LLC: 24,172 shares

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

  4. period ended2025-09-30
    13F 6,693,000 shares
    Change vs previous 13F +5,053,324 shares

    2.66% of the 13F portfolio, value $1,886,505,474.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 6,685,624 shares
    • Focus Partners Advisor Solutions, LLC: 7,376 shares

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

  5. period ended2025-06-30
    13F 1,639,676 shares
    Change vs previous 13F +230,926 shares

    0.77% of the 13F portfolio, value $415,215,257.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,629,679 shares
    • Focus Partners Advisor Solutions, LLC: 9,997 shares

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

  6. period ended2025-03-31
    13F/A 1,408,750 shares
    Change vs previous 13F +88,635 shares

    0.63% of the 13F portfolio, value $290,858,804.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,396,978 shares
    • Focus Partners Advisor Solutions, LLC: 11,772 shares

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

  7. period ended2024-12-31
    13F/A 1,320,115 shares
    Change vs previous 13F +245,773 shares

    0.69% of the 13F portfolio, value $306,953,422.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,308,865 shares
    • Focus Partners Advisor Solutions, LLC: 11,250 shares

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

  8. period ended2024-09-30
    13F 1,074,342 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $242,271,918.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,065,702 shares
    • Focus Partners Advisor Solutions, LLC: 8,640 shares

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