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DAVENPORT & Co LLC: XCHYX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVENPORT & Co LLC on XCHYX, newest first. How the timeline and the estimate are built.

DAVENPORT & Co LLC held 13,016 XCHYX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,016 shares
    Change vs previous 13F -10,724 shares

    <0.01% of the 13F portfolio, value $177,274.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co 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 23,740 shares
    Change vs previous 13F -3,473 shares

    <0.01% of the 13F portfolio, value $258,528.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co 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 27,213 shares
    Change vs previous 13F -2,973 shares

    <0.01% of the 13F portfolio, value $307,781.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co 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 30,186 shares
    Change vs previous 13F -723 shares

    <0.01% of the 13F portfolio, value $338,685.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co 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 30,909 shares
    Change vs previous 13F -5,164 shares

    <0.01% of the 13F portfolio, value $339,686.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co 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 36,073 shares
    Change vs previous 13F -4,380 shares

    <0.01% of the 13F portfolio, value $364,333.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co 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 40,453 shares
    Change vs previous 13F -6,852 shares

    <0.01% of the 13F portfolio, value $491,098.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co 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 47,305 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $564,346.

    13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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