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Mezzasalma Advisors, LLC: XLK position timeline

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

Mezzasalma Advisors, LLC held 48,017 XLK shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 48,017 shares
    Change vs previous 13F -4,437 shares

    1.26% of the 13F portfolio, value $6,197,071.

    13F-HR 0001864916-26-000005 filed by Mezzasalma Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 52,454 shares
    Change vs previous 13F +9,124 shares

    1.4% of the 13F portfolio, value $6,960,429.

    13F-HR 0001864916-26-000003 filed by Mezzasalma 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 ended2026-03-31
    13F 43,330 shares
    Change vs previous 13F +562 shares

    1.1% of the 13F portfolio, value $4,286,040.

    13F-HR 0001864916-26-000002 filed by Mezzasalma 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 ended2025-12-31
    13F 42,768 shares
    Change vs previous 13F +25,844 shares

    1.14% of the 13F portfolio, value $4,727,271.

    13F-HR 0001864916-26-000001 filed by Mezzasalma 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 ended2025-09-30
    13F 16,924 shares
    Change vs previous 13F +557 shares

    1.22% of the 13F portfolio, value $4,770,215.

    13F-HR 0001864916-25-000004 filed by Mezzasalma 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 ended2025-06-30
    13F 16,367 shares
    Change vs previous 13F +448 shares

    1.24% of the 13F portfolio, value $4,144,622.

    13F-HR 0001085146-25-004268 filed by Mezzasalma 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 ended2025-03-31
    13F 15,919 shares
    Change vs previous 13F +451 shares

    1.14% of the 13F portfolio, value $3,286,957.

    13F-HR 0001085146-25-002195 filed by Mezzasalma 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 ended2024-12-31
    13F 15,468 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $3,596,619.

    13F-HR 0001085146-25-000546 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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