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Bristlecone Advisors, LLC: XLK position timeline

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

Bristlecone Advisors, LLC held 77,031 XLK shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 77,031 shares
    Change vs previous 13F +196 shares

    1.81% of the 13F portfolio, value $21,711,950.

    13F-HR 0001671716-25-000004 filed by Bristlecone 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 ended2025-06-30
    13F 76,835 shares
    Change vs previous 13F -541 shares

    1.63% of the 13F portfolio, value $19,457,042.

    13F-HR 0001398344-25-014361 filed by Bristlecone 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 ended2025-03-31
    13F 77,376 shares
    Change vs previous 13F -297 shares

    1.31% of the 13F portfolio, value $15,976,609.

    13F-HR 0001398344-25-009163 filed by Bristlecone 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 ended2024-12-31
    13F 77,673 shares
    Change vs previous 13F -1,046 shares

    1.41% of the 13F portfolio, value $18,060,435.

    13F-HR 0001398344-25-001325 filed by Bristlecone 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 ended2024-09-30
    13F 78,719 shares
    Change vs previous 13F -1,219 shares

    1.43% of the 13F portfolio, value $17,771,560.

    13F-HR 0001398344-24-019318 filed by Bristlecone 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 ended2024-06-30
    13F 79,938 shares
    Change vs previous 13F -1,921 shares

    1.54% of the 13F portfolio, value $18,084,330.

    13F-HR 0001398344-24-013068 filed by Bristlecone 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 ended2024-03-31
    13F 81,859 shares
    Change vs previous 13F +3,280 shares

    1.5% of the 13F portfolio, value $17,048,748.

    13F-HR 0001398344-24-007419 filed by Bristlecone 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 ended2023-12-31
    13F 78,579 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $15,124,878.

    13F-HR 0001398344-24-001002 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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