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Carrera Capital Advisors: XHLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carrera Capital Advisors on XHLF, newest first. How the timeline and the estimate are built.

Carrera Capital Advisors held 2,997,085 XHLF shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,997,085 shares
    Change vs previous 13F +171,976 shares

    22.34% of the 13F portfolio, value $150,753,365.

    13F-HR 0002035329-26-000004 filed by Carrera Capital Advisors
    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 2,825,109 shares
    Change vs previous 13F +335,325 shares

    21.9% of the 13F portfolio, value $142,187,737.

    13F-HR 0002035329-26-000002 filed by Carrera Capital Advisors
    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 2,489,784 shares
    Change vs previous 13F +135,935 shares

    21.1% of the 13F portfolio, value $125,507,116.

    13F-HR 0002035329-26-000001 filed by Carrera Capital Advisors
    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 2,353,849 shares
    Change vs previous 13F +99,896 shares

    21.29% of the 13F portfolio, value $118,681,064.

    13F-HR 0002035329-25-000007 filed by Carrera Capital Advisors
    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 2,253,953 shares
    Change vs previous 13F +318,558 shares

    22.85% of the 13F portfolio, value $113,464,019.

    13F-HR 0002035329-25-000004 filed by Carrera Capital Advisors
    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 1,935,395 shares
    Change vs previous 13F -307,715 shares

    21.59% of the 13F portfolio, value $97,456,795.

    13F-HR 0002035329-25-000002 filed by Carrera Capital Advisors
    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 2,243,110 shares
    Change vs previous 13F +374,859 shares

    26.45% of the 13F portfolio, value $112,983,371.

    13F-HR 0002035329-25-000001 filed by Carrera Capital Advisors
    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 1,868,251 shares
    Change vs previous 13F not available

    23.04% of the 13F portfolio, value $94,234,561.

    13F-HR 0002035329-24-000003 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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