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HERITAGE OAK WEALTH ADVISORS LLC: XME position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HERITAGE OAK WEALTH ADVISORS LLC on XME, newest first. How the timeline and the estimate are built.

HERITAGE OAK WEALTH ADVISORS LLC held 21,468 XME shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 21,468 shares
    Change vs previous 13F -2,076 shares

    0.68% of the 13F portfolio, value $2,223,240.

    13F-HR 0002035533-26-000006 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,544 shares
    Change vs previous 13F -717 shares

    0.75% of the 13F portfolio, value $2,517,570.

    13F-HR 0002035533-26-000003 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 24,261 shares
    Change vs previous 13F -8,049 shares

    0.83% of the 13F portfolio, value $2,620,435.

    13F-HR 0002035533-26-000002 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 32,310 shares
    Change vs previous 13F -93 shares

    1.24% of the 13F portfolio, value $3,347,639.

    13F-HR 0002035533-26-000001 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 32,403 shares
    Change vs previous 13F -5,308 shares

    1.1% of the 13F portfolio, value $3,019,636.

    13F-HR 0002035533-25-000006 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 37,711 shares
    Change vs previous 13F -158 shares

    0.98% of the 13F portfolio, value $2,534,933.

    13F-HR 0002035533-25-000003 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 37,869 shares
    Change vs previous 13F -8,493 shares

    0.93% of the 13F portfolio, value $2,120,285.

    13F-HR 0002036775-25-000004 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 46,362 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $2,631,044.

    13F-HR 0002035533-25-000001 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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