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Cresta Advisors, Ltd.: XLK position timeline

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

Cresta Advisors, Ltd. held 36,256 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,256 shares
    Change vs previous 13F +364 shares

    2.48% of the 13F portfolio, value $6,907,494.

    13F-HR 0001754960-26-000608 filed by Cresta Advisors, Ltd.
    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 35,892 shares
    Change vs previous 13F +384 shares

    1.95% of the 13F portfolio, value $4,770,047.

    13F-HR 0001754960-26-000325 filed by Cresta Advisors, Ltd.
    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 35,508 shares
    Change vs previous 13F +19,109 shares

    2.14% of the 13F portfolio, value $5,112,087.

    13F-HR 0001754960-26-000142 filed by Cresta Advisors, Ltd.
    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 16,399 shares
    Change vs previous 13F +210 shares

    2.06% of the 13F portfolio, value $4,622,223.

    13F-HR 0001754960-25-000705 filed by Cresta Advisors, Ltd.
    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 16,189 shares
    Change vs previous 13F -1,392 shares

    2% of the 13F portfolio, value $4,099,541.

    13F-HR 0001754960-25-000405 filed by Cresta Advisors, Ltd.
    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 17,581 shares
    Change vs previous 13F -386 shares

    1.88% of the 13F portfolio, value $3,630,125.

    13F-HR 0001754960-25-000290 filed by Cresta Advisors, Ltd.
    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 17,967 shares
    Change vs previous 13F 0 shares

    2.12% of the 13F portfolio, value $4,056,230.

    13F-HR 0001754960-25-000090 filed by Cresta Advisors, Ltd.
    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 17,967 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $4,056,230.

    13F-HR 0001754960-24-000578 filed by Cresta Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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