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Disclosery

IFG Advisory, LLC: XLK position timeline

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

IFG Advisory, LLC held 47,886 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,886 shares
    Change vs previous 13F +47,886 shares

    0.32% of the 13F portfolio, value $9,123,180.

    13F-HR 0001728319-26-000006 filed by IFG 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 0 shares
    Change vs previous 13F -51,643 shares

    13F-HR 0001728319-26-000005 filed by IFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 51,643 shares
    Change vs previous 13F +23,805 shares

    0.32% of the 13F portfolio, value $7,435,053.

    13F-HR 0001728319-26-000001 filed by IFG 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 27,838 shares
    Change vs previous 13F +1,211 shares

    0.36% of the 13F portfolio, value $7,846,384.

    13F-HR 0001728319-25-000006 filed by IFG 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 26,627 shares
    Change vs previous 13F +3,485 shares

    0.34% of the 13F portfolio, value $6,742,846.

    13F-HR 0001728319-25-000004 filed by IFG 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 23,142 shares
    Change vs previous 13F +1,196 shares

    0.26% of the 13F portfolio, value $4,778,360.

    13F-HR 0001728319-25-000002 filed by IFG 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 21,946 shares
    Change vs previous 13F -643 shares

    0.29% of the 13F portfolio, value $5,102,938.

    13F-HR 0002047201-25-000002 filed by IFG 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 22,589 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $5,099,704.

    13F-HR 0001728319-24-000010 filed by IFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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