XT — IShares Exponential Technologi

Ownership history in CHECK CAPITAL MANAGEMENT INC/CA  ·  34 quarters on record

AI Ownership Summary

CHECK CAPITAL MANAGEMENT INC/CA reported IShares Exponential Technologi (XT) in 34 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.03% in 2023 Q4. The latest visible filing shows XT at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CHECK CAPITAL MANAGEMENT INC/CA's position in IShares Exponential Technologi, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XT was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XT stock page CHECK CAPITAL MANAGEMENT INC/CA fund profile CHECK CAPITAL MANAGEMENT INC/CA full holdings
How CHECK CAPITAL MANAGEMENT INC/CA held XT — position size vs. price
% of Fund (quarterly)    XT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 8,800 — 0% 0.02% $614K 2026-02-14 (Est.) $72.12
2025 Q3 UNCHANGED 8,800 — 0% 0.02% $633K 2025-11-06 $68.47
2025 Q2 UNCHANGED 8,800 — 0% 0.02% $574K 2025-07-25 $62.64
2025 Q1 REDUCED 8,800 -3,650 -29.3% 0.01% $507K 2025-05-02 $54.75
2024 Q4 UNCHANGED 12,450 — 0% 0.02% $743K 2025-01-30 $57.69
2024 Q3 UNCHANGED 12,450 — 0% 0.02% $758K 2024-11-06 $56.05
2024 Q2 UNCHANGED 12,450 — 0% 0.02% $732K 2024-07-25 $53.15
2024 Q1 UNCHANGED 12,450 — 0% 0.02% $742K 2024-04-19 $50.08
2023 Q4 ADDED 12,450 +4,050 +48.2% 0.03% $745K 2024-01-31 $52.50
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XT

As of 2026 Q1 — sorted by position size

Wealthcare Capital Partners, LLC 0.97% Wealthcare Advisory Partners LLC 3Y 7Y 0.34% SWEENEY & MICHEL, LLC 0.32% VERITY Wealth Advisors 3Y 7Y 0.26% BostonPremier Wealth LLC 0.26% Mezzasalma Advisors, LLC 3Y 0.17% VALLEY NATIONAL ADVISERS INC 3Y 7Y 0.16% Curran Financial Partners, LLC 3Y 0.12% Dynamic Advisor Solutions LLC 3Y 7Y 0.08% Brookstone Capital Management 3Y 7Y 0.08%

FAQ About CHECK CAPITAL MANAGEMENT INC/CA and XT

These are the practical questions this page is built to answer before you even open the full history table.

How long has CHECK CAPITAL MANAGEMENT INC/CA reported owning XT?

CHECK CAPITAL MANAGEMENT INC/CA reported XT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XT position in CHECK CAPITAL MANAGEMENT INC/CA's portfolio?

The largest reported portfolio weight for XT was 0.03% in 2023 Q4.

What is the latest reported XT position on this page?

The most recent filing on this page is 2025 Q4, when CHECK CAPITAL MANAGEMENT INC/CA reported 8,800 shares, equal to 0.02% of portfolio, with an estimated market value of $614K.

What does the chart on this XT ownership page compare?

The chart compares CHECK CAPITAL MANAGEMENT INC/CA's quarterly XT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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