AFFINITY WEALTH MANAGEMENT LLC: XMMO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AFFINITY WEALTH MANAGEMENT LLC on XMMO, newest first. How the timeline and the estimate are built.
AFFINITY WEALTH MANAGEMENT LLC held 320,484 XMMO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 320,484 sharesChange vs previous 13F -2,150 shares
7.02% of the 13F portfolio, value $54,527,226.
13F-HR 0001951757-26-001017 filed by AFFINITY WEALTH MANAGEMENT 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 322,634 sharesChange vs previous 13F +233 shares
7.08% of the 13F portfolio, value $46,788,327.
13F-HR 0001951757-26-000583 filed by AFFINITY WEALTH MANAGEMENT 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 322,401 sharesChange vs previous 13F +2,773 shares
6.35% of the 13F portfolio, value $44,639,688.
13F-HR 0001951757-26-000157 filed by AFFINITY WEALTH MANAGEMENT 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 319,628 sharesChange vs previous 13F +2,043 shares
6.33% of the 13F portfolio, value $43,223,262.
13F-HR 0001951757-25-001278 filed by AFFINITY WEALTH MANAGEMENT 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 317,585 sharesChange vs previous 13F -2,026 shares
6.53% of the 13F portfolio, value $40,850,979.
13F-HR 0001951757-25-000835 filed by AFFINITY WEALTH MANAGEMENT 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 319,611 sharesChange vs previous 13F +66,432 shares
6.74% of the 13F portfolio, value $36,358,991.
13F-HR 0001951757-25-000293 filed by AFFINITY WEALTH MANAGEMENT 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 253,179 sharesChange vs previous 13F -594 shares
5.54% of the 13F portfolio, value $31,275,147.
13F-HR 0001951757-25-000076 filed by AFFINITY WEALTH MANAGEMENT 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 253,773 sharesChange vs previous 13F not available
5.42% of the 13F portfolio, value $30,536,537.
13F-HR 0001951757-24-001010 filed by AFFINITY WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).