Strategies Wealth Advisors, LLC: XLK position timeline

Strategies Wealth Advisors, LLC held 1,554 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,554 shares

   Change vs previous 13F -180 shares

   0.03% of the 13F portfolio, value $296,006.

   13F-HR 0001976435-26-000004 filed by Strategies Wealth Advisors, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,734 shares

   Change vs previous 13F -161 shares

   0.02% of the 13F portfolio, value $230,426.

   13F-HR 0001976435-26-000003 filed by Strategies Wealth Advisors, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,895 shares

   Change vs previous 13F +948 shares

   0.03% of the 13F portfolio, value $272,828.

   13F-HR 0001976435-26-000001 filed by Strategies Wealth Advisors, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 947 shares

   Change vs previous 13F -745 shares

   0.03% of the 13F portfolio, value $266,931.

   13F-HR 0000905729-25-000182 filed by Strategies Wealth Advisors, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,692 shares

   Change vs previous 13F -595 shares

   0.05% of the 13F portfolio, value $428,445.

   13F-HR 0000905729-25-000134 filed by Strategies Wealth Advisors, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 2,287 shares

   Change vs previous 13F -12 shares

   0.06% of the 13F portfolio, value $472,154.

   13F-HR 0000905729-25-000093 filed by Strategies Wealth Advisors, LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 2,299 shares

   Change vs previous 13F +44 shares

   0.07% of the 13F portfolio, value $543,169.

   13F-HR 0000905729-25-000031 filed by Strategies Wealth Advisors, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 2,255 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $509,129.

   13F-HR 0001976435-24-000007 filed by Strategies Wealth Advisors, LLC
   Filed 2024-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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