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Disclosery

AA Financial Advisors, LLC: XLK position timeline

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

AA Financial Advisors, LLC held 7,689 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,689 shares
    Change vs previous 13F +143 shares

    0.18% of the 13F portfolio, value $1,464,843.

    13F-HR 0002085853-26-000768 filed by AA Financial Advisors, 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 7,546 shares
    Change vs previous 13F +8 shares

    0.14% of the 13F portfolio, value $1,002,849.

    13F-HR 0002085853-26-000433 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 7,538 shares
    Change vs previous 13F +3,731 shares

    0.2% of the 13F portfolio, value $1,085,280.

    13F-HR 0002085853-26-000032 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,807 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,072,990.

    13F-HR 0002085853-25-000076 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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