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Bellwether Advisors, LLC: XLK position timeline

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

Bellwether Advisors, LLC held 376,090 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 376,090 shares
    Change vs previous 13F +39,965 shares

    10.61% of the 13F portfolio, value $71,652,715.

    13F-HR 0001819815-26-000003 filed by Bellwether Advisors, 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 336,125 shares
    Change vs previous 13F -152,227 shares

    7.57% of the 13F portfolio, value $44,671,044.

    13F-HR 0001819815-26-000002 filed by Bellwether Advisors, 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 488,352 shares
    Change vs previous 13F +222,829 shares

    11.22% of the 13F portfolio, value $70,308,067.

    13F-HR 0001819815-26-000001 filed by Bellwether Advisors, 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 265,523 shares
    Change vs previous 13F +615 shares

    12.37% of the 13F portfolio, value $74,840,352.

    13F-HR 0001819815-25-000006 filed by Bellwether Advisors, 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 264,908 shares
    Change vs previous 13F -84,243 shares

    11.46% of the 13F portfolio, value $67,082,681.

    13F-HR 0001819815-25-000003 filed by Bellwether Advisors, 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 349,151 shares
    Change vs previous 13F -118,447 shares

    15.06% of the 13F portfolio, value $72,092,723.

    13F-HR 0001946654-25-000004 filed by Bellwether Advisors, 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 467,598 shares
    Change vs previous 13F +149,960 shares

    19.44% of the 13F portfolio, value $108,725,911.

    13F-HR 0001819815-25-000001 filed by Bellwether Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 317,638 shares
    Change vs previous 13F not available

    13.77% of the 13F portfolio, value $71,709,972.

    13F-HR 0001085146-24-005470 filed by Bellwether Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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