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Laurel Wealth Advisors LLC: XHLF position timeline

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

Laurel Wealth Advisors LLC held 166,800 XHLF shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 166,800 shares
    Change vs previous 13F +4,945 shares

    0.81% of the 13F portfolio, value $8,390,040.

    13F-HR 0001757128-26-000003 filed by Laurel Wealth 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 161,855 shares
    Change vs previous 13F +15,455 shares

    0.8% of the 13F portfolio, value $8,128,359.

    13F-HR 0001757128-26-000002 filed by Laurel 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 ended2025-12-31
    13F 146,400 shares
    Change vs previous 13F +8,675 shares

    0.97% of the 13F portfolio, value $7,356,600.

    13F-HR 0001757128-26-000001 filed by Laurel 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 ended2025-09-30
    13F 137,725 shares
    Change vs previous 13F +7,445 shares

    0.97% of the 13F portfolio, value $6,944,095.

    13F-HR 0001757128-25-000008 filed by Laurel 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 ended2025-06-30
    13F/A 130,280 shares
    Change vs previous 13F +10,510 shares

    0.98% of the 13F portfolio, value $6,558,296.

    13F-HR/A 0001757128-25-000009 filed by Laurel 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 ended2025-03-31
    13F 119,770 shares
    Change vs previous 13F +6,070 shares

    0.94% of the 13F portfolio, value $6,031,019.

    13F-HR 0001757128-25-000003 filed by Laurel 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 ended2024-12-31
    13F 113,700 shares
    Change vs previous 13F +12,865 shares

    0.89% of the 13F portfolio, value $5,705,466.

    13F-HR 0001757128-25-000001 filed by Laurel 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 ended2024-09-30
    13F 100,835 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $5,086,118.

    13F-HR 0001757128-24-000005 filed by Laurel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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