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Altura Wealth Advisors Inc.: XLK position timeline

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

Altura Wealth Advisors Inc. held 18,791 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,791 shares
    Change vs previous 13F +588 shares

    1.21% of the 13F portfolio, value $3,579,974.

    13F-HR 0001420506-26-001269 filed by Altura Wealth Advisors Inc.
    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 18,203 shares
    Change vs previous 13F +164 shares

    1.06% of the 13F portfolio, value $2,419,168.

    13F-HR 0001420506-26-000933 filed by Altura Wealth Advisors Inc.
    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 18,039 shares
    Change vs previous 13F +9,865 shares

    1.12% of the 13F portfolio, value $2,597,014.

    13F-HR 0001420506-26-000152 filed by Altura Wealth Advisors Inc.
    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 8,174 shares
    Change vs previous 13F +1,291 shares

    1.1% of the 13F portfolio, value $2,304,051.

    13F-HR 0001420506-25-003184 filed by Altura Wealth Advisors Inc.
    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 6,883 shares
    Change vs previous 13F +80 shares

    0.97% of the 13F portfolio, value $1,742,969.

    13F-HR 0001420506-25-001963 filed by Altura Wealth Advisors Inc.
    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 6,803 shares
    Change vs previous 13F +1,685 shares

    0.93% of the 13F portfolio, value $1,404,620.

    13F-HR 0001420506-25-000855 filed by Altura Wealth Advisors Inc.
    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 5,118 shares
    Change vs previous 13F -747 shares

    0.88% of the 13F portfolio, value $1,190,013.

    13F-HR 0001420506-25-000292 filed by Altura Wealth Advisors Inc.
    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 5,865 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,323,948.

    13F-HR 0001941040-24-000486 filed by Altura Wealth Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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