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First Heartland Consultants, Inc.: XSEP position timeline

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

First Heartland Consultants, Inc. held 12,819 XSEP shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,819 shares
    Change vs previous 13F -258 shares

    0.04% of the 13F portfolio, value $580,394.

    13F-HR 0001214659-26-012670 filed by First Heartland Consultants, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,077 shares
    Change vs previous 13F -980 shares

    0.04% of the 13F portfolio, value $580,684.

    13F-HR 0001214659-26-008353 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 14,057 shares
    Change vs previous 13F -1,613 shares

    0.05% of the 13F portfolio, value $588,766.

    13F-HR 0001214659-26-004432 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 15,670 shares
    Change vs previous 13F -5,108 shares

    0.05% of the 13F portfolio, value $664,170.

    13F-HR 0001214659-26-000326 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 20,778 shares
    Change vs previous 13F -4,185 shares

    0.07% of the 13F portfolio, value $864,238.

    13F-HR 0001214659-25-016153 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 24,963 shares
    Change vs previous 13F -20,117 shares

    0.09% of the 13F portfolio, value $1,013,713.

    13F-HR 0001214659-25-012366 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 45,080 shares
    Change vs previous 13F +12,852 shares

    0.18% of the 13F portfolio, value $1,743,059.

    13F-HR 0001214659-25-007055 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 32,228 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,253,885.

    13F-HR 0001214659-25-002909 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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