HARRELL INVESTMENT PARTNERS, LLC: XYZ position timeline

HARRELL INVESTMENT PARTNERS, LLC held 8,768 XYZ shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 8,768 shares

   Change vs previous 13F +128 shares

   0.14% of the 13F portfolio, value $666,368.

   13F-HR 0001951757-26-000984 filed by HARRELL INVESTMENT PARTNERS, LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 8,640 shares

   Change vs previous 13F -3 shares

   0.12% of the 13F portfolio, value $519,955.

   13F-HR 0001951757-26-000699 filed by HARRELL INVESTMENT PARTNERS, LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 8,643 shares

   Change vs previous 13F -1,025 shares

   0.13% of the 13F portfolio, value $562,573.

   13F-HR 0001951757-26-000150 filed by HARRELL INVESTMENT PARTNERS, LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 9,668 shares

   Change vs previous 13F +1,878 shares

   0.17% of the 13F portfolio, value $698,706.

   13F-HR 0001951757-25-001185 filed by HARRELL INVESTMENT PARTNERS, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 7,790 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $529,175.

   13F-HR 0001951757-25-000860 filed by HARRELL INVESTMENT PARTNERS, LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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