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IFC Advisors LLC: XLK position timeline

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

IFC Advisors LLC held 37,363 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,363 shares
    Change vs previous 13F -1,715 shares

    0.9% of the 13F portfolio, value $7,118,390.

    13F-HR 0002053348-26-000004 filed by IFC 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 39,078 shares
    Change vs previous 13F -2,873 shares

    0.74% of the 13F portfolio, value $5,193,439.

    13F-HR 0002053348-26-000003 filed by IFC 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 41,951 shares
    Change vs previous 13F +20,976 shares

    0.88% of the 13F portfolio, value $6,039,713.

    13F-HR 0002053348-26-000001 filed by IFC 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 20,975 shares
    Change vs previous 13F -37 shares

    1.08% of the 13F portfolio, value $5,912,001.

    13F-HR 0002053348-25-000006 filed by IFC 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 21,012 shares
    Change vs previous 13F +1,530 shares

    1% of the 13F portfolio, value $5,320,844.

    13F-HR 0002053348-25-000005 filed by IFC 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 19,482 shares
    Change vs previous 13F +155 shares

    0.84% of the 13F portfolio, value $4,022,689.

    13F-HR 0002053348-25-000003 filed by IFC 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 19,327 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $4,493,807.

    13F-HR 0002053348-25-000002 filed by IFC Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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