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Aventus Investment Advisors, Inc.: XLK position timeline

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

Aventus Investment Advisors, Inc. held 50,691 XLK shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 50,691 shares
    Change vs previous 13F -324 shares

    7.25% of the 13F portfolio, value $9,922,763.

    13F-HR 0002093055-26-000004 filed by Aventus Investment Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 51,015 shares
    Change vs previous 13F +494 shares

    7.12% of the 13F portfolio, value $9,719,378.

    13F-HR 0002093055-26-000003 filed by Aventus Investment 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 ended2026-03-31
    13F 50,521 shares
    Change vs previous 13F +731 shares

    5.68% of the 13F portfolio, value $6,714,241.

    13F-HR 0002093055-26-000002 filed by Aventus Investment 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 ended2025-12-31
    13F 49,790 shares
    Change vs previous 13F +25,530 shares

    5.81% of the 13F portfolio, value $7,168,266.

    13F-HR 0002093055-26-000001 filed by Aventus Investment 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 ended2025-09-30
    13F 24,260 shares
    Change vs previous 13F -272 shares

    5.83% of the 13F portfolio, value $6,837,924.

    13F-HR 0002093055-25-000002 filed by Aventus Investment 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 ended2025-06-30
    13F 24,532 shares
    Change vs previous 13F not available

    5.58% of the 13F portfolio, value $6,212,238.

    13F-HR 0002093055-25-000003 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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