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Burns Matteson Capital Management, LLC: XMHQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Burns Matteson Capital Management, LLC on XMHQ, newest first. How the timeline and the estimate are built.

Burns Matteson Capital Management, LLC held 59,522 XMHQ shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,522 shares
    Change vs previous 13F -32 shares

    2.13% of the 13F portfolio, value $6,718,804.

    13F-HR 0001894164-26-000005 filed by Burns Matteson Capital Management, 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 59,554 shares
    Change vs previous 13F -2,502 shares

    2.4% of the 13F portfolio, value $6,156,106.

    13F-HR 0001894164-26-000004 filed by Burns Matteson Capital Management, 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 62,056 shares
    Change vs previous 13F +1,020 shares

    2.55% of the 13F portfolio, value $6,355,819.

    13F-HR 0001894164-26-000003 filed by Burns Matteson Capital Management, 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 61,036 shares
    Change vs previous 13F +1,374 shares

    2.69% of the 13F portfolio, value $6,406,303.

    13F-HR 0001894164-25-000009 filed by Burns Matteson Capital Management, 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 59,662 shares
    Change vs previous 13F +5,803 shares

    2.83% of the 13F portfolio, value $5,861,230.

    13F-HR 0001894164-25-000006 filed by Burns Matteson Capital Management, 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 53,859 shares
    Change vs previous 13F -2,303 shares

    2.65% of the 13F portfolio, value $4,929,736.

    13F-HR 0001894164-25-000004 filed by Burns Matteson Capital Management, 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 56,162 shares
    Change vs previous 13F -2,538 shares

    3.1% of the 13F portfolio, value $5,530,293.

    13F-HR 0001894164-25-000001 filed by Burns Matteson Capital Management, 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 58,700 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $6,021,418.

    13F-HR 0001894164-24-000011 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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