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Disclosery

Eley Financial Management, Inc: XJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Eley Financial Management, Inc on XJR, newest first. How the timeline and the estimate are built.

Eley Financial Management, Inc held 13,203 XJR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,203 shares
    Change vs previous 13F -428 shares

    0.23% of the 13F portfolio, value $696,405.

    13F-HR 0001965267-26-000005 filed by Eley Financial Management, 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/A 13,631 shares
    Change vs previous 13F +3,207 shares

    0.21% of the 13F portfolio, value $593,460.

    13F-HR/A 0001965267-26-000003 filed by Eley Financial Management, 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 10,424 shares
    Change vs previous 13F -21 shares

    0.16% of the 13F portfolio, value $443,854.

    13F-HR 0001965267-26-000001 filed by Eley Financial Management, 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 10,445 shares
    Change vs previous 13F +765 shares

    0.16% of the 13F portfolio, value $444,539.

    13F-HR 0001965267-25-000007 filed by Eley Financial Management, 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 9,680 shares
    Change vs previous 13F +160 shares

    0.15% of the 13F portfolio, value $382,844.

    13F-HR 0001965267-25-000004 filed by Eley Financial Management, 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 9,520 shares
    Change vs previous 13F +1,391 shares

    0.14% of the 13F portfolio, value $358,571.

    13F-HR 0001965267-25-000002 filed by Eley Financial Management, 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 8,129 shares
    Change vs previous 13F +793 shares

    0.13% of the 13F portfolio, value $334,361.

    13F-HR 0001965267-25-000001 filed by Eley Financial Management, 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 7,336 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $306,723.

    13F-HR 0001965267-24-000004 filed by Eley Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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