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Round Rock Advisors LLC: XLK position timeline

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

Round Rock Advisors LLC held 56,686 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,686 shares
    Change vs previous 13F -1,026 shares

    1.39% of the 13F portfolio, value $10,799,786.

    13F-HR 0001951757-26-001257 filed by Round Rock Advisors 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 57,712 shares
    Change vs previous 13F -1,703 shares

    1.17% of the 13F portfolio, value $7,669,977.

    13F-HR 0001951757-26-000878 filed by Round Rock Advisors 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/A 59,415 shares
    Change vs previous 13F +28,868 shares

    1.29% of the 13F portfolio, value $8,553,970.

    13F-HR/A 0001951757-26-000520 filed by Round Rock Advisors 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 30,547 shares
    Change vs previous 13F -461 shares

    1.36% of the 13F portfolio, value $8,610,094.

    13F-HR 0001951757-25-001443 filed by Round Rock Advisors 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 31,008 shares
    Change vs previous 13F -1,846 shares

    1.35% of the 13F portfolio, value $7,852,121.

    13F-HR 0001951757-25-001039 filed by Round Rock Advisors 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 32,854 shares
    Change vs previous 13F +1,731 shares

    1.26% of the 13F portfolio, value $6,783,630.

    13F-HR 0001951757-25-000487 filed by Round Rock Advisors 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 31,123 shares
    Change vs previous 13F -1,831 shares

    1.48% of the 13F portfolio, value $7,236,719.

    13F-HR 0001951757-25-000115 filed by Round Rock Advisors 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 32,954 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $7,439,786.

    13F-HR 0001951757-24-001162 filed by Round Rock Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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