Financial Guidance Group, Inc.: XFIV position timeline

Financial Guidance Group, Inc. held 66,879 XFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 66,879 shares

   Change vs previous 13F -9,612 shares

   1.22% of the 13F portfolio, value $3,255,685.

   13F-HR 0001929349-26-000008 filed by Financial Guidance Group, Inc.
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 76,491 shares

   Change vs previous 13F +1,599 shares

   1.51% of the 13F portfolio, value $3,760,322.

   13F-HR 0001929349-26-000004 filed by Financial Guidance Group, Inc.
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 74,892 shares

   Change vs previous 13F +22,161 shares

   1.52% of the 13F portfolio, value $3,705,585.

   13F-HR 0001929349-26-000002 filed by Financial Guidance Group, Inc.
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 52,731 shares

   Change vs previous 13F +7,437 shares

   1.17% of the 13F portfolio, value $2,611,780.

   13F-HR 0001929349-25-000005 filed by Financial Guidance Group, Inc.
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 45,294 shares

   Change vs previous 13F not available

   1.09% of the 13F portfolio, value $2,235,259.

   13F-HR 0001085146-25-004235 filed by Financial Guidance Group, Inc.
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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