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Emergent Wealth Advisors, LLC: XLK position timeline

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

Emergent Wealth Advisors, LLC held 5,867 XLK shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,867 shares
    Change vs previous 13F -22,721 shares

    0.6% of the 13F portfolio, value $1,148,533.

    13F-HR 0001754960-26-000827 filed by Emergent Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 28,588 shares
    Change vs previous 13F -2,079 shares

    2.59% of the 13F portfolio, value $4,980,193.

    13F-HR 0001754960-26-000491 filed by Emergent 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 ended2026-03-31
    13F 30,667 shares
    Change vs previous 13F +24,777 shares

    2.41% of the 13F portfolio, value $4,075,655.

    13F-HR 0001754960-26-000207 filed by Emergent Wealth 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 ended2025-12-31
    13F 5,890 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $847,983.

    13F-HR 0001754960-26-000055 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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