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Disclosery

SMI Advisory Services, LLC: XLK position timeline

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

SMI Advisory Services, LLC held 68,939 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,939 shares
    Change vs previous 13F +39,627 shares

    2.05% of the 13F portfolio, value $12,655,287.

    13F-HR 0001609008-26-000003 filed by SMI 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 29,312 shares
    Change vs previous 13F -18,987 shares

    0.66% of the 13F portfolio, value $4,009,324.

    13F-HR 0001609008-26-000002 filed by SMI 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 48,299 shares
    Change vs previous 13F +8,448 shares

    1.22% of the 13F portfolio, value $7,089,763.

    13F-HR 0001609008-26-000001 filed by SMI 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 39,851 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $11,346,352.

    13F-HR 0001609008-25-000006 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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