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Disclosery

RHODES INVESTMENT ADVISORS INC /ADV: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RHODES INVESTMENT ADVISORS INC /ADV on XLK, newest first. How the timeline and the estimate are built.

RHODES INVESTMENT ADVISORS INC /ADV held 14,372 XLK shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,372 shares
    Change vs previous 13F +1,259 shares

    1.99% of the 13F portfolio, value $2,813,319.

    13F-HR 0001214659-26-012646 filed by RHODES INVESTMENT ADVISORS INC /ADV
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,113 shares
    Change vs previous 13F -374 shares

    1.84% of the 13F portfolio, value $2,498,289.

    13F-HR 0001214659-26-009089 filed by RHODES INVESTMENT ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 13,487 shares
    Change vs previous 13F -475 shares

    1.54% of the 13F portfolio, value $1,792,422.

    13F-HR 0001214659-26-006133 filed by RHODES INVESTMENT ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 13,962 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $2,010,109.

    13F-HR 0001214659-26-006104 filed by RHODES INVESTMENT ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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