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Disclosery

HFG Wealth Management, LLC: XUSP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HFG Wealth Management, LLC on XUSP, newest first. How the timeline and the estimate are built.

HFG Wealth Management, LLC held 11,343 XUSP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,343 shares
    Change vs previous 13F -1,613 shares

    0.6% of the 13F portfolio, value $597,322.

    13F-HR 0001214659-26-010014 filed by HFG Wealth Management, LLC
    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 12,956 shares
    Change vs previous 13F +959 shares

    0.31% of the 13F portfolio, value $572,072.

    13F-HR 0001214659-26-004981 filed by HFG Wealth Management, LLC
    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 11,997 shares
    Change vs previous 13F -629 shares

    0.31% of the 13F portfolio, value $569,820.

    13F-HR 0001214659-26-000528 filed by HFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 12,626 shares
    Change vs previous 13F -1,317 shares

    0.32% of the 13F portfolio, value $586,917.

    13F-HR/A 0001214659-25-016505 filed by HFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 13,943 shares
    Change vs previous 13F +2,296 shares

    0.32% of the 13F portfolio, value $520,667.

    13F-HR 0001214659-25-010176 filed by HFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 11,647 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $467,754.

    13F-HR 0001214659-25-005567 filed by HFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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