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MONECO ADVISORS, LLC: XLK position timeline

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

MONECO ADVISORS, LLC held 17,904 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,904 shares
    Change vs previous 13F +1,750 shares

    0.21% of the 13F portfolio, value $3,411,003.

    13F-HR 0001765690-26-000011 filed by MONECO 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 16,154 shares
    Change vs previous 13F -936 shares

    0.17% of the 13F portfolio, value $2,146,915.

    13F-HR 0001765690-26-000007 filed by MONECO 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 17,090 shares
    Change vs previous 13F +8,613 shares

    0.2% of the 13F portfolio, value $2,460,442.

    13F-HR 0001765690-26-000005 filed by MONECO 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 8,477 shares
    Change vs previous 13F +985 shares

    0.2% of the 13F portfolio, value $2,389,286.

    13F-HR 0001765690-25-000013 filed by MONECO 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 7,492 shares
    Change vs previous 13F -11,062 shares

    0.18% of the 13F portfolio, value $1,897,189.

    13F-HR 0001765690-25-000002 filed by MONECO 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/A 18,554 shares
    Change vs previous 13F +2,843 shares

    0.4% of the 13F portfolio, value $3,830,988.

    13F-HR/A 0001765690-25-000006 filed by MONECO 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/A 15,711 shares
    Change vs previous 13F +7,074 shares

    0.39% of the 13F portfolio, value $3,653,030.

    13F-HR/A 0001765690-25-000005 filed by MONECO 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 ended2024-09-30
    13F 8,637 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,950,001.

    13F-HR 0001085146-24-005135 filed by MONECO ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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