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Northstar Advisory Group, LLC: XLK position timeline

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

Northstar Advisory Group, LLC held 43,367 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,367 shares
    Change vs previous 13F +26,868 shares

    2.57% of the 13F portfolio, value $8,262,281.

    13F-HR 0001951757-26-001005 filed by Northstar Advisory Group, 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 16,499 shares
    Change vs previous 13F -15,975 shares

    0.84% of the 13F portfolio, value $2,192,717.

    13F-HR 0001951757-26-000535 filed by Northstar Advisory Group, 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 32,474 shares
    Change vs previous 13F +16,166 shares

    1.66% of the 13F portfolio, value $4,675,282.

    13F-HR 0001951757-26-000149 filed by Northstar Advisory Group, 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 16,308 shares
    Change vs previous 13F +2,737 shares

    1.88% of the 13F portfolio, value $4,596,573.

    13F-HR 0001951757-25-001230 filed by Northstar Advisory Group, 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 13,571 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $3,436,584.

    13F-HR 0001951757-25-000590 filed by Northstar Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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