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Austin Private Wealth, LLC: XLK position timeline

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

Austin Private Wealth, LLC held 8,618 XLK shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 8,618 shares
    Change vs previous 13F +3,667 shares

    0.09% of the 13F portfolio, value $1,240,733.

    13F-HR 0001172661-26-000230 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 4,951 shares
    Change vs previous 13F -7 shares

    0.11% of the 13F portfolio, value $1,395,489.

    13F-HR 0001172661-25-004325 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 4,958 shares
    Change vs previous 13F -253 shares

    0.1% of the 13F portfolio, value $1,255,514.

    13F-HR 0001172661-25-002847 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 5,211 shares
    Change vs previous 13F -24 shares

    0.1% of the 13F portfolio, value $1,075,967.

    13F-HR 0001172661-25-001646 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 5,235 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,217,242.

    13F-HR 0001172661-25-000335 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 5,235 shares
    Change vs previous 13F +1,834 shares

    0.12% of the 13F portfolio, value $1,181,854.

    13F-HR 0001172661-24-004415 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F/A 3,401 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $769,408.

    13F-HR/A 0001085146-24-003037 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 3,401 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $705,333.

    13F-HR 0001085146-24-001782 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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