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Disclosery

Donoghue Forlines LLC: XFIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Donoghue Forlines LLC on XFIV, newest first. How the timeline and the estimate are built.

Donoghue Forlines LLC held 484,673 XFIV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 484,673 shares
    Change vs previous 13F -57,900 shares

    6.1% of the 13F portfolio, value $23,593,882.

    13F-HR 0001172661-26-003152 filed by Donoghue Forlines 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 542,573 shares
    Change vs previous 13F -121,332 shares

    7.38% of the 13F portfolio, value $26,672,889.

    13F-HR 0001172661-26-001748 filed by Donoghue Forlines 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 663,905 shares
    Change vs previous 13F not available

    10.16% of the 13F portfolio, value $32,849,223.

    13F-HR 0001172661-26-000480 filed by Donoghue Forlines LLC
    Filed (acceptance time not in the bulk data set), ingested

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