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NewEdge Advisors, LLC: XLK position timeline

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

NewEdge Advisors, LLC held 301,408 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 301,408 shares
    Change vs previous 13F +77,468 shares

    0.17% of the 13F portfolio, value $57,424,307.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 223,940 shares
    Change vs previous 13F -22,260 shares

    0.11% of the 13F portfolio, value $29,761,617.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 246,200 shares
    Change vs previous 13F +133,572 shares

    0.13% of the 13F portfolio, value $35,445,424.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 112,628 shares
    Change vs previous 13F +19,998 shares

    0.14% of the 13F portfolio, value $31,745,169.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 92,630 shares
    Change vs previous 13F +3,942 shares

    0.12% of the 13F portfolio, value $23,456,649.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 88,688 shares
    Change vs previous 13F -6,773 shares

    0.11% of the 13F portfolio, value $18,312,284.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 95,461 shares
    Change vs previous 13F -1,418 shares

    0.13% of the 13F portfolio, value $22,196,650.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 96,879 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $21,871,402.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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