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Lion Street Advisors, LLC: XLK position timeline

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

Lion Street Advisors, LLC held 16,077 XLK shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 16,077 shares
    Change vs previous 13F +5,612 shares

    0.9% of the 13F portfolio, value $2,596,930.

    13F-HR 0001801991-25-000002 filed by Lion Street 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 ended2025-06-30
    13F 10,465 shares
    Change vs previous 13F -273 shares

    0.8% of the 13F portfolio, value $2,649,919.

    13F-HR 0001085146-25-004168 filed by Lion Street 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 ended2025-03-31
    13F 10,738 shares
    Change vs previous 13F -57 shares

    0.7% of the 13F portfolio, value $2,217,003.

    13F-HR 0001085146-25-002198 filed by Lion Street 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 ended2024-12-31
    13F 10,795 shares
    Change vs previous 13F +637 shares

    0.8% of the 13F portfolio, value $2,509,852.

    13F-HR 0001085146-25-000506 filed by Lion Street 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 ended2024-09-30
    13F 10,158 shares
    Change vs previous 13F -26 shares

    0.8% of the 13F portfolio, value $2,293,065.

    13F-HR 0001085146-24-004781 filed by Lion Street 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 ended2024-06-30
    13F 10,184 shares
    Change vs previous 13F -1,961 shares

    0.85% of the 13F portfolio, value $2,303,702.

    13F-HR 0001085146-24-002866 filed by Lion Street 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 ended2024-03-31
    13F 12,145 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $2,337,662.

    13F-HR 0001085146-24-001762 filed by Lion Street 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 ended2023-12-31
    13F 12,145 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,337,662.

    13F-HR 0001085146-24-000125 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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