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Edgemoor Investment Advisors, Inc.: XFRAX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Edgemoor Investment Advisors, Inc. on XFRAX, newest first. How the timeline and the estimate are built.

Edgemoor Investment Advisors, Inc. held 378,838 XFRAX 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 378,838 shares
    Change vs previous 13F +50,454 shares

    0.28% of the 13F portfolio, value $4,163,430.

    13F-HR 0001398344-26-013761 filed by Edgemoor Investment Advisors, Inc.
    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 328,384 shares
    Change vs previous 13F +32,171 shares

    0.28% of the 13F portfolio, value $3,618,792.

    13F-HR 0001398344-26-009044 filed by Edgemoor Investment Advisors, Inc.
    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 296,213 shares
    Change vs previous 13F +94,860 shares

    0.27% of the 13F portfolio, value $3,489,389.

    13F-HR 0001398344-26-002566 filed by Edgemoor Investment Advisors, Inc.
    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 201,353 shares
    Change vs previous 13F +13,536 shares

    0.2% of the 13F portfolio, value $2,613,562.

    13F-HR 0001398344-25-020409 filed by Edgemoor Investment Advisors, Inc.
    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 187,817 shares
    Change vs previous 13F +15,662 shares

    0.21% of the 13F portfolio, value $2,467,915.

    13F-HR 0001398344-25-014950 filed by Edgemoor Investment Advisors, Inc.
    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 172,155 shares
    Change vs previous 13F +26,401 shares

    0.2% of the 13F portfolio, value $2,224,243.

    13F-HR 0001398344-25-008646 filed by Edgemoor Investment Advisors, Inc.
    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 145,754 shares
    Change vs previous 13F +42,693 shares

    0.18% of the 13F portfolio, value $2,004,118.

    13F-HR 0001398344-25-002339 filed by Edgemoor Investment Advisors, Inc.
    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 103,061 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,360,405.

    13F-HR 0001398344-24-020440 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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