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Cetera Investment Advisers: XLK position timeline

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

Cetera Investment Advisers held 1,842,269 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,842,269 shares
    Change vs previous 13F +15,279 shares

    0.32% of the 13F portfolio, value $350,989,179.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 1,826,990 shares
    Change vs previous 13F +37,642 shares

    0.26% of the 13F portfolio, value $242,806,978.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 1,789,348 shares
    Change vs previous 13F +961,493 shares

    0.28% of the 13F portfolio, value $257,612,479.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 827,855 shares
    Change vs previous 13F +49,969 shares

    0.27% of the 13F portfolio, value $233,339,232.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 777,886 shares
    Change vs previous 13F -20,355 shares

    0.33% of the 13F portfolio, value $196,983,965.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 798,241 shares
    Change vs previous 13F +22,647 shares

    0.32% of the 13F portfolio, value $164,820,751.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 775,594 shares
    Change vs previous 13F +9,693 shares

    0.38% of the 13F portfolio, value $180,341,192.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 765,901 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $172,909,840.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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