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Disclosery

FINANCIAL LIFE ADVISORS: XCEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FINANCIAL LIFE ADVISORS on XCEM, newest first. How the timeline and the estimate are built.

FINANCIAL LIFE ADVISORS held 28,896 XCEM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,896 shares
    Change vs previous 13F -15,506 shares

    0.43% of the 13F portfolio, value $1,528,020.

    13F-HR 0001730813-26-000004 filed by FINANCIAL LIFE ADVISORS
    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 44,402 shares
    Change vs previous 13F -7,919 shares

    0.56% of the 13F portfolio, value $1,812,046.

    13F-HR 0001730813-26-000003 filed by FINANCIAL LIFE ADVISORS
    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 52,321 shares
    Change vs previous 13F -50,870 shares

    0.62% of the 13F portfolio, value $2,007,034.

    13F-HR 0001730813-26-000002 filed by FINANCIAL LIFE ADVISORS
    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 103,191 shares
    Change vs previous 13F -24,316 shares

    1.2% of the 13F portfolio, value $3,748,929.

    13F-HR 0001730813-25-000006 filed by FINANCIAL LIFE ADVISORS
    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 127,507 shares
    Change vs previous 13F +3,443 shares

    1.49% of the 13F portfolio, value $4,358,189.

    13F-HR 0001730813-25-000005 filed by FINANCIAL LIFE ADVISORS
    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 124,064 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $3,664,230.

    13F-HR 0001730813-25-000004 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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