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Kovack Advisors, Inc.: XLK position timeline

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

Kovack Advisors, Inc. held 73,153 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,153 shares
    Change vs previous 13F +847 shares

    0.66% of the 13F portfolio, value $13,688,530.

    13F-HR 0001728321-26-000004 filed by Kovack Advisors, Inc.
    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 72,306 shares
    Change vs previous 13F -7,530 shares

    0.52% of the 13F portfolio, value $9,739,096.

    13F-HR 0001728321-26-000003 filed by Kovack Advisors, Inc.
    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/A 79,836 shares
    Change vs previous 13F +55,578 shares

    0.54% of the 13F portfolio, value $11,494,003.

    13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, Inc.
    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 24,258 shares
    Change vs previous 13F -1,588 shares

    0.64% of the 13F portfolio, value $6,837,259.

    13F-HR 0001728321-25-000005 filed by Kovack Advisors, Inc.
    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 25,846 shares
    Change vs previous 13F +93 shares

    0.64% of the 13F portfolio, value $6,545,104.

    13F-HR 0001085146-25-004483 filed by Kovack Advisors, Inc.
    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 25,753 shares
    Change vs previous 13F -941 shares

    0.56% of the 13F portfolio, value $5,317,534.

    13F-HR 0001085146-25-002653 filed by Kovack Advisors, Inc.
    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 26,694 shares
    Change vs previous 13F +549 shares

    0.61% of the 13F portfolio, value $6,206,838.

    13F-HR 0001085146-25-000776 filed by Kovack Advisors, Inc.
    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 26,145 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $5,902,495.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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