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FORM Wealth Advisors, LLC: XLK position timeline

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

FORM Wealth Advisors, LLC held 3,560 XLK shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,560 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $696,870.

    13F-HR 0002085853-26-001145 filed by FORM Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,560 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $678,251.

    13F-HR 0002085853-26-000683 filed by FORM 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 3,560 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $473,124.

    13F-HR 0002085853-26-000363 filed by FORM 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 3,560 shares
    Change vs previous 13F +1,780 shares

    0.06% of the 13F portfolio, value $512,533.

    13F-HR 0002085853-26-000123 filed by FORM Wealth 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 ended2025-06-30
    13F 1,780 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $450,749.

    13F-HR 0001667731-25-000840 filed by FORM Wealth 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 ended2025-03-31
    13F 1,780 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $367,534.

    13F-HR 0001667731-25-000490 filed by FORM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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