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Disclosery

Affiance Financial, LLC: XJH position timeline

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

Affiance Financial, LLC held 23,840 XJH shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,840 shares
    Change vs previous 13F -923 shares

    0.18% of the 13F portfolio, value $1,243,256.

    13F-HR 0001723681-26-000004 filed by Affiance Financial, 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 24,763 shares
    Change vs previous 13F -6,275 shares

    0.18% of the 13F portfolio, value $1,123,497.

    13F-HR 0001723681-26-000003 filed by Affiance Financial, 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 31,038 shares
    Change vs previous 13F +66 shares

    0.22% of the 13F portfolio, value $1,385,847.

    13F-HR 0001723681-26-000001 filed by Affiance Financial, 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 30,972 shares
    Change vs previous 13F -242 shares

    0.25% of the 13F portfolio, value $1,358,122.

    13F-HR 0001085146-25-005939 filed by Affiance Financial, 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 31,214 shares
    Change vs previous 13F +1,967 shares

    0.26% of the 13F portfolio, value $1,295,381.

    13F-HR 0001085146-25-003718 filed by Affiance Financial, 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 29,247 shares
    Change vs previous 13F +7,841 shares

    0.27% of the 13F portfolio, value $1,142,680.

    13F-HR 0001085146-25-001968 filed by Affiance Financial, 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 21,406 shares
    Change vs previous 13F -75 shares

    0.21% of the 13F portfolio, value $895,541.

    13F-HR 0001085146-25-000379 filed by Affiance Financial, 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 21,481 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $908,399.

    13F-HR 0001085146-24-004844 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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