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Goldstein Advisors, LLC: XLK position timeline

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

Goldstein Advisors, LLC held 22,942 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,942 shares
    Change vs previous 13F +5,248 shares

    0.4% of the 13F portfolio, value $4,370,838.

    13F-HR 0001172661-26-002693 filed by Goldstein 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 17,694 shares
    Change vs previous 13F +1,712 shares

    0.26% of the 13F portfolio, value $2,351,483.

    13F-HR 0001172661-26-001553 filed by Goldstein 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 15,982 shares
    Change vs previous 13F +9,010 shares

    0.26% of the 13F portfolio, value $2,300,875.

    13F-HR 0001172661-26-000596 filed by Goldstein 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 ended2025-09-30
    13F 6,972 shares
    Change vs previous 13F -94,193 shares

    0.24% of the 13F portfolio, value $1,965,022.

    13F-HR 0001172661-25-004337 filed by Goldstein 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 101,165 shares
    Change vs previous 13F +22,355 shares

    3.44% of the 13F portfolio, value $25,617,918.

    13F-HR 0001172661-25-002781 filed by Goldstein 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 78,810 shares
    Change vs previous 13F -200 shares

    2.38% of the 13F portfolio, value $16,272,611.

    13F-HR 0001172661-25-001539 filed by Goldstein Advisors, 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 79,010 shares
    Change vs previous 13F +2,917 shares

    2.67% of the 13F portfolio, value $18,371,318.

    13F-HR 0001172661-25-000256 filed by Goldstein Advisors, 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 76,093 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $17,178,671.

    13F-HR 0001172661-24-004345 filed by Goldstein Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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