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Disclosery

Frisch Financial Group, Inc.: XOP position timeline

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

Frisch Financial Group, Inc. held 2,985 XOP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,985 shares
    Change vs previous 13F -168 shares

    0.08% of the 13F portfolio, value $460,498.

    13F-HR 0001767730-26-000004 filed by Frisch Financial Group, 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 3,153 shares
    Change vs previous 13F -18,341 shares

    0.12% of the 13F portfolio, value $573,352.

    13F-HR 0001767730-26-000003 filed by Frisch Financial Group, 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 21,494 shares
    Change vs previous 13F -358 shares

    0.61% of the 13F portfolio, value $2,713,801.

    13F-HR 0001767730-26-000001 filed by Frisch Financial Group, 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 21,852 shares
    Change vs previous 13F -558 shares

    0.67% of the 13F portfolio, value $2,888,844.

    13F-HR 0001767730-25-000007 filed by Frisch Financial Group, 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 22,410 shares
    Change vs previous 13F -19,680 shares

    0.69% of the 13F portfolio, value $2,819,000.

    13F-HR 0001767730-25-000005 filed by Frisch Financial Group, 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 42,090 shares
    Change vs previous 13F -74 shares

    1.56% of the 13F portfolio, value $5,544,000.

    13F-HR 0001767730-25-000004 filed by Frisch Financial Group, 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 42,164 shares
    Change vs previous 13F -438 shares

    1.69% of the 13F portfolio, value $5,581,000.

    13F-HR 0001767730-25-000001 filed by Frisch Financial Group, 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 42,602 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $5,603,000.

    13F-HR 0001767730-24-000005 filed by Frisch Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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