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Disclosery

Bank of Marin: XMHQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bank of Marin on XMHQ, newest first. How the timeline and the estimate are built.

Bank of Marin held 4,377 XMHQ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,377 shares
    Change vs previous 13F -2,711 shares

    0.34% of the 13F portfolio, value $494,075.

    13F-HR 0001628280-26-056805 filed by Bank of Marin
    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 7,088 shares
    Change vs previous 13F +121 shares

    0.53% of the 13F portfolio, value $732,686.

    13F-HR 0001628280-26-034926 filed by Bank of Marin
    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 6,967 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $713,560.

    13F-HR 0001628280-26-008268 filed by Bank of Marin
    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 6,967 shares
    Change vs previous 13F +668 shares

    0.52% of the 13F portfolio, value $731,256.

    13F-HR 0001628280-25-049072 filed by Bank of Marin
    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 6,299 shares
    Change vs previous 13F +346 shares

    0.47% of the 13F portfolio, value $618,813.

    13F-HR 0001801145-25-000006 filed by Bank of Marin
    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 5,953 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $544,878.

    13F-HR 0001801145-25-000004 filed by Bank of Marin
    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 5,953 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $586,191.

    13F-HR 0001801145-25-000002 filed by Bank of Marin
    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 5,953 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $610,658.

    13F-HR 0001801145-24-000008 filed by Bank of Marin
    Filed (acceptance time not in the bulk data set), ingested

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