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Disclosery

Clark Wealth Partners: XMHQ position timeline

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

Clark Wealth Partners held 66,614 XMHQ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,614 shares
    Change vs previous 13F -7,885 shares

    4.25% of the 13F portfolio, value $7,519,368.

    13F-HR 0002107657-26-000007 filed by Clark Wealth Partners
    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 74,499 shares
    Change vs previous 13F -5,245 shares

    5.17% of the 13F portfolio, value $7,700,949.

    13F-HR 0002107657-26-000006 filed by Clark Wealth Partners
    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 79,744 shares
    Change vs previous 13F 0 shares

    4.98% of the 13F portfolio, value $8,167,415.

    13F-HR 0002107657-26-000005 filed by Clark Wealth Partners
    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 79,744 shares
    Change vs previous 13F +36,755 shares

    4.98% of the 13F portfolio, value $8,167,415.

    13F-HR 0002107657-26-000004 filed by Clark Wealth Partners
    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 42,989 shares
    Change vs previous 13F -12,705 shares

    2.85% of the 13F portfolio, value $4,223,254.

    13F-HR 0002107657-26-000003 filed by Clark Wealth Partners
    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 55,694 shares
    Change vs previous 13F -77,770 shares

    3.78% of the 13F portfolio, value $5,097,693.

    13F-HR 0002107657-26-000002 filed by Clark Wealth Partners
    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 133,464 shares
    Change vs previous 13F not available

    10.2% of the 13F portfolio, value $13,142,231.

    13F-HR 0002107657-26-000001 filed by Clark Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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