Skip to content
Disclosery

Highland Financial Advisors, LLC: XJR position timeline

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

Highland Financial Advisors, LLC held 57,493 XJR 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 57,493 shares
    Change vs previous 13F +6,301 shares

    0.67% of the 13F portfolio, value $3,032,526.

    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 51,192 shares
    Change vs previous 13F +5,063 shares

    0.59% of the 13F portfolio, value $2,228,772.

    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 46,129 shares
    Change vs previous 13F +776 shares

    0.54% of the 13F portfolio, value $1,964,173.

    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 45,353 shares
    Change vs previous 13F +6,967 shares

    0.55% of the 13F portfolio, value $1,930,224.

    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 38,386 shares
    Change vs previous 13F +8,417 shares

    0.49% of the 13F portfolio, value $1,518,166.

    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 29,969 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,127,548.

    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).