Teamwork Financial Advisors, LLC: XLK position timeline

Teamwork Financial Advisors, LLC held 1,371 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,371 shares

   Change vs previous 13F -904 shares

   0.02% of the 13F portfolio, value $261,173.

   13F-HR 0002085853-26-000654 filed by Teamwork Financial Advisors, LLC
   Filed 2026-07-08 (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 2,275 shares

   Change vs previous 13F +868 shares

   0.03% of the 13F portfolio, value $302,322.

   13F-HR 0002085853-26-000320 filed by Teamwork Financial Advisors, LLC
   Filed 2026-04-09 (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 1,407 shares

   Change vs previous 13F +1,407 shares

   0.02% of the 13F portfolio, value $202,540.

   13F-HR 0002085853-26-000022 filed by Teamwork Financial Advisors, LLC
   Filed 2026-01-09 (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 ended2024-12-31

   13F 0 shares

   Change vs previous 13F -6,064 shares

   13F-HR 0001667731-25-000048 filed by Teamwork Financial Advisors, LLC
   Filed 2025-01-17 (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).

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-09-30

   13F 6,064 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $1,369,280.

   13F-HR 0001629931-24-000005 filed by Teamwork Financial Advisors, LLC
   Filed 2024-10-16 (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).