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Disclosery

Advisory Alpha, LLC: XLK position timeline

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

Advisory Alpha, LLC held 1,268,200 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,268,200 shares
    Change vs previous 13F +57,286 shares

    5.93% of the 13F portfolio, value $241,619,752.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, 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 1,210,914 shares
    Change vs previous 13F +44,350 shares

    4.4% of the 13F portfolio, value $160,931,976.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, 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 1,166,564 shares
    Change vs previous 13F +587,070 shares

    4.57% of the 13F portfolio, value $167,951,711.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, 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 579,494 shares
    Change vs previous 13F +19,229 shares

    4.62% of the 13F portfolio, value $165,830,107.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 560,265 shares
    Change vs previous 13F +15,711 shares

    4.42% of the 13F portfolio, value $141,876,232.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, LLC
    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/A 544,554 shares
    Change vs previous 13F +61,758 shares

    3.82% of the 13F portfolio, value $112,439,579.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 482,796 shares
    Change vs previous 13F +2,862 shares

    4% of the 13F portfolio, value $112,259,900.

    13F-HR 0001085146-25-000310 filed by Advisory Alpha, LLC
    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 479,934 shares
    Change vs previous 13F not available

    3.85% of the 13F portfolio, value $108,350,080.

    13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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