LWM Advisory Services, LLC: XMHQ position timeline

LWM Advisory Services, LLC held 0 XMHQ shares at 2025-09-30 per its 13F-HR filed 2025-11-25.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -13,721 shares

   13F-HR 0001420506-25-003490 filed by LWM Advisory Services, LLC
   Filed 2025-11-25 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 13,721 shares

   Change vs previous 13F -249 shares

   0.93% of the 13F portfolio, value $1,347,981.

   13F-HR 0001420506-25-002140 filed by LWM Advisory Services, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 13,970 shares

   Change vs previous 13F -7,029 shares

   0.89% of the 13F portfolio, value $1,278,683.

   13F-HR 0001420506-25-001019 filed by LWM Advisory Services, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 20,999 shares

   Change vs previous 13F -3,512 shares

   1.44% of the 13F portfolio, value $2,067,782.

   13F-HR 0001420506-25-000111 filed by LWM Advisory Services, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 24,511 shares

   Change vs previous 13F not available

   1.86% of the 13F portfolio, value $2,514,325.

   13F-HR 0001420506-24-002370 filed by LWM Advisory Services, LLC
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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