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Court Place Advisors, LLC: XLK position timeline

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

Court Place Advisors, LLC held 41,676 XLK shares at 2025-09-30 per its 13F-HR filed 2025-11-25.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 41,676 shares
    Change vs previous 13F -120 shares

    3.54% of the 13F portfolio, value $11,746,797.

    13F-HR 0001420506-25-003498 filed by Court Place 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 41,796 shares
    Change vs previous 13F -1,150 shares

    3.33% of the 13F portfolio, value $10,583,975.

    13F-HR 0001420506-25-001571 filed by Court Place 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 42,946 shares
    Change vs previous 13F -2,389 shares

    2.94% of the 13F portfolio, value $8,867,442.

    13F-HR 0001420506-25-000838 filed by Court Place 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 45,335 shares
    Change vs previous 13F -208 shares

    3.42% of the 13F portfolio, value $10,541,366.

    13F-HR 0001420506-25-000055 filed by Court Place 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/A 45,543 shares
    Change vs previous 13F -1,135 shares

    3% of the 13F portfolio, value $10,281,783.

    13F-HR/A 0001420506-24-002174 filed by Court Place 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 46,678 shares
    Change vs previous 13F -1,010 shares

    3.31% of the 13F portfolio, value $10,559,959.

    13F-HR 0001420506-24-001215 filed by Court Place 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 47,688 shares
    Change vs previous 13F -1,750 shares

    3.2% of the 13F portfolio, value $9,932,042.

    13F-HR 0001420506-24-000649 filed by Court Place 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 49,438 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $9,515,884.

    13F-HR 0001420506-24-000099 filed by Court Place Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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