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Disclosery

Forge Financial Services LLC: XMHQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Forge Financial Services LLC on XMHQ, newest first. How the timeline and the estimate are built.

Forge Financial Services LLC held 53,091 XMHQ 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 53,091 shares
    Change vs previous 13F -925 shares

    0.52% of the 13F portfolio, value $5,994,096.

    13F-HR 0002055357-26-000004 filed by Forge Financial Services LLC
    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 54,016 shares
    Change vs previous 13F -2,668 shares

    0.57% of the 13F portfolio, value $5,583,813.

    13F-HR 0002055357-26-000002 filed by Forge Financial Services 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 56,684 shares
    Change vs previous 13F +282 shares

    2.48% of the 13F portfolio, value $5,805,345.

    13F-HR 0002055357-26-000001 filed by Forge Financial Services 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 56,402 shares
    Change vs previous 13F +3,962 shares

    2.78% of the 13F portfolio, value $5,940,391.

    13F-HR 0002055357-25-000002 filed by Forge Financial Services 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 52,440 shares
    Change vs previous 13F +4,232 shares

    3.88% of the 13F portfolio, value $5,167,197.

    13F-HR 0001085146-25-004792 filed by Forge Financial Services 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 48,208 shares
    Change vs previous 13F +2,063 shares

    3.9% of the 13F portfolio, value $4,412,712.

    13F-HR 0001085146-25-002634 filed by Forge Financial Services 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 46,145 shares
    Change vs previous 13F not available

    3.93% of the 13F portfolio, value $4,674,178.

    13F-HR 0001085146-25-001088 filed by Forge Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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