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Boyce & Associates Wealth Consulting, Inc.: XPND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Boyce & Associates Wealth Consulting, Inc. on XPND, newest first. How the timeline and the estimate are built.

Boyce & Associates Wealth Consulting, Inc. held 0 XPND shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -17,447 shares

    13F-HR 0001754960-25-000388 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 17,447 shares
    Change vs previous 13F +2,243 shares

    0.49% of the 13F portfolio, value $492,617.

    13F-HR 0001754960-25-000271 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 15,204 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $462,354.

    13F-HR 0001754960-25-000006 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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