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Mutual Advisors, LLC: XLK position timeline

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

Mutual Advisors, LLC held 99,907 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,907 shares
    Change vs previous 13F -8,364 shares

    0.36% of the 13F portfolio, value $19,034,283.

    13F-HR 0001986152-26-000154 filed by Mutual 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 108,271 shares
    Change vs previous 13F -9,168 shares

    0.31% of the 13F portfolio, value $14,389,205.

    13F-HR 0001986152-26-000054 filed by Mutual 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 117,439 shares
    Change vs previous 13F +58,898 shares

    0.36% of the 13F portfolio, value $16,907,627.

    13F-HR 0001986152-26-000005 filed by Mutual 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 58,541 shares
    Change vs previous 13F -4,397 shares

    0.37% of the 13F portfolio, value $16,923,529.

    13F-HR 0001986152-25-000100 filed by Mutual 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 62,938 shares
    Change vs previous 13F +297 shares

    0.41% of the 13F portfolio, value $16,489,208.

    13F-HR 0001986152-25-000050 filed by Mutual 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 62,641 shares
    Change vs previous 13F -6,263 shares

    0.37% of the 13F portfolio, value $13,058,849.

    13F-HR 0001986152-25-000037 filed by Mutual 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 68,904 shares
    Change vs previous 13F +981 shares

    0.46% of the 13F portfolio, value $15,882,388.

    13F-HR 0001986152-25-000002 filed by Mutual 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 67,923 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $15,561,253.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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