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Financial Guidance Group, Inc.: XSEP position timeline

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

Financial Guidance Group, Inc. held 8,200 XSEP 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 8,200 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $364,121.

    13F-HR 0001929349-26-000008 filed by Financial Guidance Group, 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 8,200 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $343,450.

    13F-HR 0001929349-26-000004 filed by Financial Guidance Group, 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 8,200 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $347,555.

    13F-HR 0001929349-26-000002 filed by Financial Guidance Group, 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 8,200 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $341,070.

    13F-HR 0001929349-25-000005 filed by Financial Guidance Group, 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 8,200 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $332,991.

    13F-HR 0001085146-25-004235 filed by Financial Guidance Group, 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 8,200 shares
    Change vs previous 13F -400 shares

    0.17% of the 13F portfolio, value $317,060.

    13F-HR 0001085146-25-002270 filed by Financial Guidance Group, 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 8,600 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $334,598.

    13F-HR 0001085146-25-000604 filed by Financial Guidance Group, 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 8,600 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $329,950.

    13F-HR 0001085146-24-005072 filed by Financial Guidance Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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