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Disclosery

Exchange Capital Management, Inc.: XHLF position timeline

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

Exchange Capital Management, Inc. held 11,692 XHLF shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 11,692 shares
    Change vs previous 13F -12,199 shares

    0.09% of the 13F portfolio, value $588,594.

    13F-HR 0001104659-25-069257 filed by Exchange Capital 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 ended2025-03-31
    13F 23,891 shares
    Change vs previous 13F -7,448 shares

    0.2% of the 13F portfolio, value $1,203,043.

    13F-HR 0001104659-25-043090 filed by Exchange Capital 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 ended2024-12-31
    13F 31,339 shares
    Change vs previous 13F -13,926 shares

    0.25% of the 13F portfolio, value $1,572,593.

    13F-HR 0001104659-25-009082 filed by Exchange Capital 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 ended2024-09-30
    13F 45,265 shares
    Change vs previous 13F +877 shares

    0.36% of the 13F portfolio, value $2,283,145.

    13F-HR 0001104659-24-113302 filed by Exchange Capital 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 ended2024-06-30
    13F 44,388 shares
    Change vs previous 13F +4,888 shares

    0.36% of the 13F portfolio, value $2,231,827.

    13F-HR 0001104659-24-081772 filed by Exchange Capital 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 ended2024-03-31
    13F 39,500 shares
    Change vs previous 13F +7,750 shares

    0.32% of the 13F portfolio, value $1,987,263.

    13F-HR 0001104659-24-048870 filed by Exchange Capital 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 ended2023-12-31
    13F 31,750 shares
    Change vs previous 13F +5,129 shares

    0.29% of the 13F portfolio, value $1,593,836.

    13F-HR 0001104659-24-012024 filed by Exchange Capital 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 ended2023-09-30
    13F 26,621 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,338,250.

    13F-HR 0001104659-23-112530 filed by Exchange Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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