ADAMSBROWN WEALTH CONSULTANTS LLC: XMHQ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADAMSBROWN WEALTH CONSULTANTS LLC on XMHQ, newest first. How the timeline and the estimate are built.
ADAMSBROWN WEALTH CONSULTANTS LLC held 46,918 XMHQ shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 46,918 sharesChange vs previous 13F -1,173 shares
1% of the 13F portfolio, value $5,296,148.
13F-HR 0001951757-26-000932 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 48,091 sharesChange vs previous 13F -2,742 shares
1.31% of the 13F portfolio, value $4,971,125.
13F-HR 0001951757-26-000604 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 50,833 sharesChange vs previous 13F -5,981 shares
1.45% of the 13F portfolio, value $5,206,347.
13F-HR 0001951757-26-000070 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 56,814 sharesChange vs previous 13F -167,275 shares
1.64% of the 13F portfolio, value $5,963,215.
13F-HR 0001951757-25-001265 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 224,089 sharesChange vs previous 13F +24,356 shares
6.38% of the 13F portfolio, value $22,014,485.
13F-HR 0001951757-25-000571 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 199,733 sharesChange vs previous 13F +42,558 shares
5.74% of the 13F portfolio, value $18,281,576.
13F-HR 0001951757-25-000289 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 157,175 sharesChange vs previous 13F +8,386 shares
5.27% of the 13F portfolio, value $15,476,974.
13F-HR 0001951757-25-000120 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 148,789 sharesChange vs previous 13F not available
5.3% of the 13F portfolio, value $15,262,759.
13F-HR 0001951757-24-001009 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).