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Global Assets Advisory, LLC: XLK position timeline

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

Global Assets Advisory, LLC held 15,706 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,706 shares
    Change vs previous 13F +11,245 shares

    0.64% of the 13F portfolio, value $2,923,114.

    13F-HR 0001420506-26-001303 filed by Global Assets Advisory, 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 4,461 shares
    Change vs previous 13F -10,350 shares

    0.17% of the 13F portfolio, value $586,595.

    13F-HR 0001420506-26-000778 filed by Global Assets Advisory, 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 14,811 shares
    Change vs previous 13F +7,786 shares

    0.61% of the 13F portfolio, value $2,132,291.

    13F-HR 0001420506-26-000219 filed by Global Assets Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 7,025 shares
    Change vs previous 13F +375 shares

    0.59% of the 13F portfolio, value $1,980,042.

    13F-HR 0001420506-25-002952 filed by Global Assets Advisory, 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 6,650 shares
    Change vs previous 13F -12,748 shares

    0.65% of the 13F portfolio, value $1,668,902.

    13F-HR 0001420506-25-001562 filed by Global Assets Advisory, 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 19,398 shares
    Change vs previous 13F +12,367 shares

    0.72% of the 13F portfolio, value $3,825,636.

    13F-HR 0001420506-25-000811 filed by Global Assets Advisory, LLC
    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 7,031 shares
    Change vs previous 13F -149 shares

    0.9% of the 13F portfolio, value $1,631,071.

    13F-HR 0001420506-25-000476 filed by Global Assets Advisory, LLC
    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 7,180 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,581,498.

    13F-HR 0001420506-24-002159 filed by Global Assets Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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