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Disclosery

Francis Financial, Inc.: XJH position timeline

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

Francis Financial, Inc. held 52,629 XJH shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,629 shares
    Change vs previous 13F +104 shares

    0.45% of the 13F portfolio, value $2,744,614.

    13F-HR 0001727514-26-000003 filed by Francis 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 52,525 shares
    Change vs previous 13F +729 shares

    0.44% of the 13F portfolio, value $2,383,070.

    13F-HR 0001727514-26-000002 filed by Francis 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 51,796 shares
    Change vs previous 13F +1,623 shares

    0.45% of the 13F portfolio, value $2,312,702.

    13F-HR 0001727514-26-000001 filed by Francis 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 50,173 shares
    Change vs previous 13F -5,965 shares

    0.39% of the 13F portfolio, value $2,200,096.

    13F-HR 0001727514-25-000003 filed by Francis 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 56,138 shares
    Change vs previous 13F -38,732 shares

    0.54% of the 13F portfolio, value $2,329,732.

    13F-HR 0001085146-25-004708 filed by Francis 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 94,870 shares
    Change vs previous 13F -307 shares

    0.9% of the 13F portfolio, value $3,706,571.

    13F-HR 0001085146-25-002986 filed by Francis 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 95,177 shares
    Change vs previous 13F +10,639 shares

    1.01% of the 13F portfolio, value $3,981,825.

    13F-HR 0001085146-25-001582 filed by Francis 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 84,538 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $3,574,986.

    13F-HR 0001085146-24-005311 filed by Francis Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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