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Disclosery

WAYSTONE ADVISORS LLC: XLK position timeline

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

WAYSTONE ADVISORS LLC held 6,411 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,411 shares
    Change vs previous 13F +448 shares

    0.91% of the 13F portfolio, value $1,221,429.

    13F-HR 0002085853-26-000758 filed by WAYSTONE 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 5,963 shares
    Change vs previous 13F +146 shares

    0.71% of the 13F portfolio, value $792,491.

    13F-HR 0002085853-26-000399 filed by WAYSTONE 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 5,817 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $837,493.

    13F-HR 0002085853-26-000222 filed by WAYSTONE ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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