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Two West Capital Advisors LLC: XLK position timeline

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

Two West Capital Advisors LLC held 4,002 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,002 shares
    Change vs previous 13F -1,298 shares

    0.35% of the 13F portfolio, value $703,206.

    13F-HR 0002026617-26-000009 filed by Two West 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 5,300 shares
    Change vs previous 13F -384 shares

    0.45% of the 13F portfolio, value $843,326.

    13F-HR 0002026617-26-000005 filed by Two West 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 5,684 shares
    Change vs previous 13F +3,661 shares

    0.48% of the 13F portfolio, value $818,390.

    13F-HR 0002026617-26-000003 filed by Two West 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 2,023 shares
    Change vs previous 13F +345 shares

    0.36% of the 13F portfolio, value $593,875.

    13F-HR 0002026617-25-000003 filed by Two West 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 1,678 shares
    Change vs previous 13F +88 shares

    0.29% of the 13F portfolio, value $439,522.

    13F-HR 0001085146-25-004230 filed by Two West 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 1,590 shares
    Change vs previous 13F -399 shares

    0.26% of the 13F portfolio, value $315,445.

    13F-HR 0001085146-25-002118 filed by Two West 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 1,989 shares
    Change vs previous 13F +574 shares

    0.4% of the 13F portfolio, value $462,482.

    13F-HR 0001085146-25-000404 filed by Two West 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 1,415 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $319,450.

    13F-HR 0001085146-24-004871 filed by Two West Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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