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Focused Wealth Management, Inc: XEXGX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focused Wealth Management, Inc on XEXGX, newest first. How the timeline and the estimate are built.

Focused Wealth Management, Inc held 600,489 XEXGX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 600,489 shares
    Change vs previous 13F +1,955 shares

    0.52% of the 13F portfolio, value $5,890,799.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, 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 598,534 shares
    Change vs previous 13F -8,840 shares

    0.54% of the 13F portfolio, value $5,183,304.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, 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 607,374 shares
    Change vs previous 13F +56,654 shares

    0.61% of the 13F portfolio, value $5,788,274.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, 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 550,720 shares
    Change vs previous 13F +1,917 shares

    0.54% of the 13F portfolio, value $5,011,554.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, 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 548,803 shares
    Change vs previous 13F -1,530 shares

    0.59% of the 13F portfolio, value $4,802,022.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, 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 550,333 shares
    Change vs previous 13F +20,155 shares

    0.61% of the 13F portfolio, value $4,479,707.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, 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 530,178 shares
    Change vs previous 13F +62,658 shares

    0.58% of the 13F portfolio, value $4,331,556.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, 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 467,520 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $4,076,774.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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