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Disclosery

Asset Advisory Group, Inc.: XLK position timeline

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

Asset Advisory Group, Inc. held 30,107 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,107 shares
    Change vs previous 13F +1,217 shares

    2.51% of the 13F portfolio, value $5,735,959.

    13F-HR 0002063364-26-000193 filed by Asset Advisory Group, 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 28,890 shares
    Change vs previous 13F +595 shares

    1.93% of the 13F portfolio, value $3,839,541.

    13F-HR 0002063364-26-000095 filed by Asset Advisory Group, 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 28,295 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $4,074,148.

    13F-HR 0002063364-26-000070 filed by Asset Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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