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Disclosery

ENZI WEALTH: XMHQ position timeline

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

ENZI WEALTH held 22,335 XMHQ shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,335 shares
    Change vs previous 13F -1,833 shares

    0.8% of the 13F portfolio, value $2,524,726.

    13F-HR 0001887441-26-000006 filed by ENZI WEALTH
    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 24,168 shares
    Change vs previous 13F -3,281 shares

    0.87% of the 13F portfolio, value $2,498,241.

    13F-HR 0001887441-26-000005 filed by ENZI WEALTH
    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 27,449 shares
    Change vs previous 13F -79,425 shares

    1.04% of the 13F portfolio, value $2,947,988.

    13F-HR 0001887441-26-000001 filed by ENZI WEALTH
    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 106,874 shares
    Change vs previous 13F +640 shares

    3.91% of the 13F portfolio, value $11,108,475.

    13F-HR 0001887441-25-000004 filed by ENZI WEALTH
    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 106,234 shares
    Change vs previous 13F +621 shares

    3.87% of the 13F portfolio, value $10,567,143.

    13F-HR 0001903153-25-000004 filed by ENZI WEALTH
    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 105,613 shares
    Change vs previous 13F +6,433 shares

    3.93% of the 13F portfolio, value $9,703,681.

    13F-HR 0001839445-25-000004 filed by ENZI WEALTH
    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 99,180 shares
    Change vs previous 13F +3,900 shares

    3.92% of the 13F portfolio, value $10,302,798.

    13F-HR 0001887441-25-000001 filed by ENZI WEALTH
    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 95,280 shares
    Change vs previous 13F not available

    3.89% of the 13F portfolio, value $9,952,911.

    13F-HR 0001887441-24-000011 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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