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Aventura Private Wealth, LLC: XLK position timeline

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

Aventura Private Wealth, LLC held 11,870 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,870 shares
    Change vs previous 13F -148 shares

    0.69% of the 13F portfolio, value $2,261,547.

    13F-HR 0002074418-26-000007 filed by Aventura 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 ended2026-03-31
    13F 12,018 shares
    Change vs previous 13F -374 shares

    0.58% of the 13F portfolio, value $1,597,192.

    13F-HR 0002074418-26-000006 filed by Aventura 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 ended2025-12-31
    13F 12,392 shares
    Change vs previous 13F +6,196 shares

    0.64% of the 13F portfolio, value $1,784,076.

    13F-HR 0002074418-26-000001 filed by Aventura 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 ended2025-09-30
    13F 6,196 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $1,746,405.

    13F-HR 0002074418-26-000005 filed by Aventura 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 ended2025-06-30
    13F 6,196 shares
    Change vs previous 13F -93 shares

    0.68% of the 13F portfolio, value $1,569,013.

    13F-HR 0002074418-26-000004 filed by Aventura 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 ended2025-03-31
    13F 6,289 shares
    Change vs previous 13F -213 shares

    0.68% of the 13F portfolio, value $1,298,553.

    13F-HR 0002074418-26-000003 filed by Aventura 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 ended2024-12-31
    13F 6,502 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,511,845.

    13F-HR 0002074418-26-000002 filed by Aventura Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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