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Fidelis Wealth Advisors LLC: XLK position timeline

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

Fidelis Wealth Advisors LLC held 17,938 XLK shares at 2026-06-30 per its 13F-HR/A filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 17,938 shares
    Change vs previous 13F -13,214 shares

    5.12% of the 13F portfolio, value $3,417,462.

    13F-HR/A 0002010051-26-000005 filed by Fidelis 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 31,152 shares
    Change vs previous 13F +799 shares

    6.03% of the 13F portfolio, value $4,140,051.

    13F-HR 0001420506-26-000939 filed by Fidelis 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 30,353 shares
    Change vs previous 13F not available

    6.33% of the 13F portfolio, value $4,369,944.

    13F-HR 0001420506-26-000429 filed by Fidelis Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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