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Highland Financial Advisors, LLC: XCEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Highland Financial Advisors, LLC on XCEM, newest first. How the timeline and the estimate are built.

Highland Financial Advisors, LLC held 190,599 XCEM 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 190,599 shares
    Change vs previous 13F +14,433 shares

    2.22% of the 13F portfolio, value $10,078,889.

    13F-HR 0002063364-26-000184 filed by Highland Financial Advisors, 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 176,166 shares
    Change vs previous 13F +9,353 shares

    1.9% of the 13F portfolio, value $7,189,345.

    13F-HR 0002063364-26-000113 filed by Highland Financial 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 ended2025-12-31
    13F 166,813 shares
    Change vs previous 13F +3,851 shares

    1.77% of the 13F portfolio, value $6,398,957.

    13F-HR 0002063364-26-000024 filed by Highland Financial 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 ended2025-09-30
    13F 162,962 shares
    Change vs previous 13F +8,477 shares

    1.7% of the 13F portfolio, value $5,920,409.

    13F-HR 0002063364-25-000254 filed by Highland Financial 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 ended2025-06-30
    13F 154,485 shares
    Change vs previous 13F -6,576 shares

    1.69% of the 13F portfolio, value $5,280,297.

    13F-HR 0002063364-25-000133 filed by Highland Financial 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 ended2025-03-31
    13F 161,061 shares
    Change vs previous 13F +9,117 shares

    1.7% of the 13F portfolio, value $4,756,938.

    13F-HR 0002063364-25-000011 filed by Highland Financial 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 ended2024-12-31
    13F 151,944 shares
    Change vs previous 13F +9,644 shares

    1.56% of the 13F portfolio, value $4,498,000.

    13F-HR 0001939237-25-000002 filed by Highland Financial 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 ended2024-09-30
    13F 142,300 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $4,649,000.

    13F-HR 0001939237-24-000012 filed by Highland Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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