Skip to content
Disclosery

Lebenthal Global Advisors, LLC: XLK position timeline

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

Lebenthal Global Advisors, LLC held 12,158 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,158 shares
    Change vs previous 13F -466 shares

    0.31% of the 13F portfolio, value $2,316,286.

    13F-HR 0001172661-26-002954 filed by Lebenthal Global 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 12,624 shares
    Change vs previous 13F -340 shares

    0.24% of the 13F portfolio, value $1,677,760.

    13F-HR 0001172661-26-001968 filed by Lebenthal Global 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 12,964 shares
    Change vs previous 13F +6,712 shares

    0.29% of the 13F portfolio, value $1,866,392.

    13F-HR 0001172661-26-000362 filed by Lebenthal Global 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 6,252 shares
    Change vs previous 13F -317 shares

    0.31% of the 13F portfolio, value $1,762,069.

    13F-HR 0001172661-25-004569 filed by Lebenthal Global 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 6,569 shares
    Change vs previous 13F +795 shares

    0.31% of the 13F portfolio, value $1,663,548.

    13F-HR 0001172661-25-003363 filed by Lebenthal Global 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 5,774 shares
    Change vs previous 13F +160 shares

    0.22% of the 13F portfolio, value $1,192,215.

    13F-HR 0001172661-25-001918 filed by Lebenthal Global 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 5,614 shares
    Change vs previous 13F -117 shares

    0.24% of the 13F portfolio, value $1,305,368.

    13F-HR 0001172661-25-000303 filed by Lebenthal Global 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 5,731 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,293,831.

    13F-HR 0001172661-24-004375 filed by Lebenthal Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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