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Disclosery

PKS Advisory Services, LLC: XLK position timeline

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

PKS Advisory Services, LLC held 15,143 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,143 shares
    Change vs previous 13F -3,987 shares

    0.46% of the 13F portfolio, value $2,885,579.

    13F-HR 0001605401-26-000003 filed by PKS Advisory Services, 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 19,130 shares
    Change vs previous 13F -761 shares

    0.59% of the 13F portfolio, value $2,542,353.

    13F-HR 0001605401-26-000002 filed by PKS Advisory Services, 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 19,891 shares
    Change vs previous 13F +9,927 shares

    0.65% of the 13F portfolio, value $2,863,705.

    13F-HR 0001605401-26-000001 filed by PKS Advisory Services, 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 9,964 shares
    Change vs previous 13F -184 shares

    0.59% of the 13F portfolio, value $2,808,585.

    13F-HR 0001605401-25-000005 filed by PKS Advisory Services, 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 10,148 shares
    Change vs previous 13F -260 shares

    0.65% of the 13F portfolio, value $2,569,903.

    13F-HR 0001221073-25-000075 filed by PKS Advisory Services, 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 10,408 shares
    Change vs previous 13F -730 shares

    0.59% of the 13F portfolio, value $2,148,999.

    13F-HR 0001221073-25-000056 filed by PKS Advisory Services, 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 11,138 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,589,822.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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