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Trifecta Capital Advisors, LLC: XLK position timeline

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

Trifecta Capital Advisors, LLC held 20,187 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 20,187 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $3,846,030.

    13F-HR 0001962615-26-000003 filed by Trifecta Capital 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 20,187 shares
    Change vs previous 13F -2,415 shares

    0.42% of the 13F portfolio, value $2,682,839.

    13F-HR 0001962615-26-000002 filed by Trifecta Capital 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 22,602 shares
    Change vs previous 13F +11,265 shares

    0.48% of the 13F portfolio, value $3,253,980.

    13F-HR 0001962615-26-000001 filed by Trifecta Capital 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 11,337 shares
    Change vs previous 13F +12 shares

    0.49% of the 13F portfolio, value $3,195,349.

    13F-HR 0001962615-25-000006 filed by Trifecta Capital 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 11,325 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $2,867,727.

    13F-HR 0001962615-25-000003 filed by Trifecta Capital 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 11,325 shares
    Change vs previous 13F -741 shares

    0.49% of the 13F portfolio, value $2,338,287.

    13F-HR 0001962615-25-000002 filed by Trifecta Capital 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 12,066 shares
    Change vs previous 13F -454 shares

    0.55% of the 13F portfolio, value $2,805,471.

    13F-HR 0001962615-25-000001 filed by Trifecta Capital 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 12,520 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,826,613.

    13F-HR 0001962615-24-000007 filed by Trifecta Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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