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Disclosery

Chancellor Financial Group WB LP: XCHYX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chancellor Financial Group WB LP on XCHYX, newest first. How the timeline and the estimate are built.

Chancellor Financial Group WB LP held 37,261 XCHYX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,261 shares
    Change vs previous 13F +785 shares

    0.31% of the 13F portfolio, value $507,498.

    13F-HR 0001951757-26-001198 filed by Chancellor Financial Group WB LP
    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 36,476 shares
    Change vs previous 13F +871 shares

    0.28% of the 13F portfolio, value $397,223.

    13F-HR 0001951757-26-000864 filed by Chancellor Financial Group WB LP
    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 35,605 shares
    Change vs previous 13F +881 shares

    0.28% of the 13F portfolio, value $402,692.

    13F-HR 0001951757-26-000370 filed by Chancellor Financial Group WB LP
    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 34,724 shares
    Change vs previous 13F +10,692 shares

    0.28% of the 13F portfolio, value $389,601.

    13F-HR 0001951757-25-001397 filed by Chancellor Financial Group WB LP
    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 24,032 shares
    Change vs previous 13F +939 shares

    0.21% of the 13F portfolio, value $264,114.

    13F-HR 0001951757-25-001038 filed by Chancellor Financial Group WB LP
    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 23,093 shares
    Change vs previous 13F -3,198 shares

    0.19% of the 13F portfolio, value $233,238.

    13F-HR 0001951757-25-000513 filed by Chancellor Financial Group WB LP
    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 26,291 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $319,177.

    13F-HR 0001951757-25-000281 filed by Chancellor Financial Group WB LP
    Filed (acceptance time not in the bulk data set), ingested

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