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Disclosery

SRH ADVISORS, LLC: XLK position timeline

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

SRH ADVISORS, LLC held 2,014 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,014 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $383,707.

    13F-HR 0001512779-26-000007 filed by SRH 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 2,014 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $267,661.

    13F-HR 0001512779-26-000005 filed by SRH 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 2,014 shares
    Change vs previous 13F +1,007 shares

    0.08% of the 13F portfolio, value $289,956.

    13F-HR 0001512779-26-000002 filed by SRH 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 1,007 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $283,833.

    13F-HR 0001512779-25-000012 filed by SRH 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 1,007 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $255,003.

    13F-HR 0001512779-25-000009 filed by SRH 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 1,007 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $207,925.

    13F-HR 0001512779-25-000006 filed by SRH 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 1,007 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $234,148.

    13F-HR 0001512779-25-000003 filed by SRH 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 1,007 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $227,340.

    13F-HR 0001512779-24-000010 filed by SRH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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