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Savvy Advisors, Inc.: XLK position timeline

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

Savvy Advisors, Inc. held 305,785 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 305,785 shares
    Change vs previous 13F +30,908 shares

    1.25% of the 13F portfolio, value $58,258,195.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 274,877 shares
    Change vs previous 13F +42,774 shares

    0.98% of the 13F portfolio, value $36,531,098.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 232,103 shares
    Change vs previous 13F +158,193 shares

    1.08% of the 13F portfolio, value $33,415,802.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 73,910 shares
    Change vs previous 13F +12,285 shares

    0.96% of the 13F portfolio, value $20,832,148.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 61,625 shares
    Change vs previous 13F +9,517 shares

    1.04% of the 13F portfolio, value $15,605,175.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 52,108 shares
    Change vs previous 13F +6,097 shares

    1.08% of the 13F portfolio, value $10,759,216.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    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 46,011 shares
    Change vs previous 13F +9,922 shares

    1.29% of the 13F portfolio, value $10,698,398.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
    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 36,089 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $8,147,348.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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