Skip to content
Disclosery

Moss Adams Wealth Advisors LLC: XLK position timeline

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

Moss Adams Wealth Advisors LLC held 20,248 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,248 shares
    Change vs previous 13F +2,537 shares

    0.24% of the 13F portfolio, value $3,857,657.

    13F-HR 0001661245-26-000004 filed by Moss Adams Wealth 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 17,711 shares
    Change vs previous 13F -5,948 shares

    0.17% of the 13F portfolio, value $2,353,727.

    13F-HR 0001661245-26-000002 filed by Moss Adams Wealth 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 23,659 shares
    Change vs previous 13F +12,502 shares

    0.25% of the 13F portfolio, value $3,406,197.

    13F-HR 0001661245-26-000001 filed by Moss Adams Wealth 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 11,157 shares
    Change vs previous 13F +760 shares

    0.25% of the 13F portfolio, value $3,144,839.

    13F-HR 0001661245-25-000006 filed by Moss Adams Wealth 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 10,397 shares
    Change vs previous 13F +2,045 shares

    0.24% of the 13F portfolio, value $2,632,854.

    13F-HR 0001661245-25-000004 filed by Moss Adams Wealth 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 8,352 shares
    Change vs previous 13F -1,003 shares

    0.18% of the 13F portfolio, value $1,724,452.

    13F-HR 0001661245-25-000003 filed by Moss Adams Wealth 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 9,355 shares
    Change vs previous 13F -1,079 shares

    0.23% of the 13F portfolio, value $2,175,258.

    13F-HR 0001661245-25-000001 filed by Moss Adams Wealth 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 10,434 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,355,628.

    13F-HR 0001661245-24-000005 filed by Moss Adams Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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