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Disclosery

Eagle Wealth Advisors LLC: XLK position timeline

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

Eagle Wealth Advisors LLC held 9,029 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,029 shares
    Change vs previous 13F -6 shares

    1.31% of the 13F portfolio, value $1,720,205.

    13F-HR 0002107271-26-000003 filed by Eagle Wealth 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 9,035 shares
    Change vs previous 13F +99 shares

    1.11% of the 13F portfolio, value $1,200,752.

    13F-HR 0002107271-26-000002 filed by Eagle Wealth 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 8,936 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,286,516.

    13F-HR 0002107271-26-000001 filed by Eagle Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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