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PFG Advisors: XLK position timeline

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

PFG Advisors held 28,504 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,504 shares
    Change vs previous 13F -3,778 shares

    0.27% of the 13F portfolio, value $5,430,637.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 32,282 shares
    Change vs previous 13F -22,984 shares

    0.21% of the 13F portfolio, value $4,290,253.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 55,266 shares
    Change vs previous 13F +24,560 shares

    0.39% of the 13F portfolio, value $7,956,693.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 30,706 shares
    Change vs previous 13F -2,022 shares

    0.35% of the 13F portfolio, value $8,654,689.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 32,728 shares
    Change vs previous 13F +4,121 shares

    0.38% of the 13F portfolio, value $8,287,739.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 28,607 shares
    Change vs previous 13F +2,930 shares

    0.33% of the 13F portfolio, value $5,906,752.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 25,677 shares
    Change vs previous 13F +333 shares

    0.37% of the 13F portfolio, value $5,970,498.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 25,344 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $5,721,567.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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