FOCUS Wealth Advisors, LLC: XME position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FOCUS Wealth Advisors, LLC on XME, newest first. How the timeline and the estimate are built.
FOCUS Wealth Advisors, LLC held 64,865 XME shares at 2026-06-30 per its 13F-HR filed 2026-07-07.
the latest 13F is the newest step
- period ended2026-06-3013F 64,865 sharesChange vs previous 13F -6,110 shares
3.22% of the 13F portfolio, value $6,935,983.
13F-HR 0001845643-26-000003 filed by FOCUS Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 70,975 sharesChange vs previous 13F -4,029 shares
3.75% of the 13F portfolio, value $7,665,993.
13F-HR 0001845643-26-000002 filed by FOCUS Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 75,004 sharesChange vs previous 13F -1,582 shares
3.62% of the 13F portfolio, value $7,771,116.
13F-HR 0001845643-26-000001 filed by FOCUS Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 76,586 sharesChange vs previous 13F -384 shares
3.43% of the 13F portfolio, value $7,137,088.
13F-HR 0001085146-25-005821 filed by FOCUS Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 76,970 sharesChange vs previous 13F +391 shares
2.69% of the 13F portfolio, value $5,173,951.
13F-HR 0001085146-25-003681 filed by FOCUS Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 76,579 sharesChange vs previous 13F -1,925 shares
2.37% of the 13F portfolio, value $4,287,684.
13F-HR 0001085146-25-002738 filed by FOCUS Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 78,504 sharesChange vs previous 13F -570 shares
2.36% of the 13F portfolio, value $4,455,083.
13F-HR 0001085146-25-000263 filed by FOCUS Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 79,074 sharesChange vs previous 13F not available
2.51% of the 13F portfolio, value $5,038,586.
13F-HR 0001085146-24-004840 filed by FOCUS Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).