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Disclosery

Fox Financial, Inc: XSHQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fox Financial, Inc on XSHQ, newest first. How the timeline and the estimate are built.

Fox Financial, Inc held 6,320 XSHQ shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,320 shares
    Change vs previous 13F -208 shares

    0.21% of the 13F portfolio, value $305,598.

    13F-HR 0002085853-26-000928 filed by Fox Financial, 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 6,528 shares
    Change vs previous 13F -1 shares

    0.22% of the 13F portfolio, value $275,222.

    13F-HR 0002085853-26-000575 filed by Fox Financial, 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 6,529 shares
    Change vs previous 13F -12 shares

    0.22% of the 13F portfolio, value $274,836.

    13F-HR 0002085853-26-000221 filed by Fox Financial, 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 6,541 shares
    Change vs previous 13F -340 shares

    0.22% of the 13F portfolio, value $281,460.

    13F-HR 0002085853-25-000239 filed by Fox Financial, 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 6,881 shares
    Change vs previous 13F -29 shares

    0.24% of the 13F portfolio, value $280,262.

    13F-HR 0001667731-25-001063 filed by Fox Financial, 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 6,910 shares
    Change vs previous 13F +168 shares

    0.26% of the 13F portfolio, value $273,082.

    13F-HR 0001667731-25-000459 filed by Fox Financial, 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 6,742 shares
    Change vs previous 13F -6,988 shares

    0.26% of the 13F portfolio, value $285,525.

    13F-HR 0001667731-25-000111 filed by Fox Financial, 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 13,730 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $594,371.

    13F-HR 0002004131-24-000004 filed by Fox Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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