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Disclosery

Flaharty Asset Management, LLC: XYLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Flaharty Asset Management, LLC on XYLD, newest first. How the timeline and the estimate are built.

Flaharty Asset Management, LLC held 0 XYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -58,269 shares

    13F-HR 0001420506-26-001202 filed by Flaharty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 58,269 shares
    Change vs previous 13F +2,273 shares

    0.28% of the 13F portfolio, value $2,280,078.

    13F-HR 0001420506-26-000797 filed by Flaharty Asset Management, LLC
    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 55,996 shares
    Change vs previous 13F +3,524 shares

    0.28% of the 13F portfolio, value $2,275,115.

    13F-HR 0001420506-26-000194 filed by Flaharty Asset Management, LLC
    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 52,472 shares
    Change vs previous 13F -89 shares

    0.26% of the 13F portfolio, value $2,060,038.

    13F-HR 0001420506-25-002978 filed by Flaharty Asset Management, LLC
    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/A 52,561 shares
    Change vs previous 13F +1,982 shares

    0.28% of the 13F portfolio, value $2,046,735.

    13F-HR/A 0001420506-25-003061 filed by Flaharty Asset Management, LLC
    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 50,579 shares
    Change vs previous 13F +1,199 shares

    0.29% of the 13F portfolio, value $1,997,357.

    13F-HR 0001420506-25-001330 filed by Flaharty Asset Management, LLC
    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 49,380 shares
    Change vs previous 13F -3,137 shares

    0.3% of the 13F portfolio, value $2,069,034.

    13F-HR 0001420506-25-000148 filed by Flaharty Asset Management, LLC
    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 52,517 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,179,459.

    13F-HR 0001420506-24-002140 filed by Flaharty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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