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Private Advisory Group LLC: XLK position timeline

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

Private Advisory Group LLC held 34,282 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,282 shares
    Change vs previous 13F -171 shares

    0.36% of the 13F portfolio, value $6,531,407.

    13F-HR 0001632965-26-000005 filed by Private 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 34,453 shares
    Change vs previous 13F -31,111 shares

    0.32% of the 13F portfolio, value $4,578,804.

    13F-HR 0001632965-26-000003 filed by Private 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 65,564 shares
    Change vs previous 13F +48,095 shares

    0.74% of the 13F portfolio, value $9,439,249.

    13F-HR 0001632965-26-000002 filed by Private 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 17,469 shares
    Change vs previous 13F +321 shares

    0.43% of the 13F portfolio, value $4,923,812.

    13F-HR 0001632965-25-000009 filed by Private 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 17,148 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $4,342,388.

    13F-HR 0001632965-25-000008 filed by Private Advisory Group 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 17,148 shares
    Change vs previous 13F -7,348 shares

    0.4% of the 13F portfolio, value $3,540,719.

    13F-HR 0001632965-25-000005 filed by Private Advisory Group 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/A 24,496 shares
    Change vs previous 13F -16,962 shares

    0.64% of the 13F portfolio, value $5,695,810.

    13F-HR/A 0001632965-25-000004 filed by Private Advisory Group 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 41,458 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $9,359,558.

    13F-HR 0001632965-24-000012 filed by Private Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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