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VestGen Advisors, LLC: XLK position timeline

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

VestGen Advisors, LLC held 23,081 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,081 shares
    Change vs previous 13F -4,943 shares

    0.13% of the 13F portfolio, value $4,397,387.

    13F-HR 0002050130-26-000005 filed by VestGen 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 28,024 shares
    Change vs previous 13F +7,089 shares

    0.14% of the 13F portfolio, value $4,909,796.

    13F-HR 0002050130-26-000004 filed by VestGen 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 20,935 shares
    Change vs previous 13F +2,385 shares

    0.13% of the 13F portfolio, value $3,014,050.

    13F-HR 0002050130-26-000001 filed by VestGen 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 18,550 shares
    Change vs previous 13F -19,757 shares

    0.17% of the 13F portfolio, value $5,228,556.

    13F-HR 0002050130-25-000006 filed by VestGen 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 38,307 shares
    Change vs previous 13F -934 shares

    0.39% of the 13F portfolio, value $9,890,155.

    13F-HR 0002050130-25-000005 filed by VestGen 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 39,241 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $8,102,470.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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