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Disclosery

M Wealth Management, LLC: XAR position timeline

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

M Wealth Management, LLC held 1,670 XAR shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,670 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $473,930.

    13F-HR 0001172661-26-002811 filed by M 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 1,670 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $424,147.

    13F-HR 0001172661-26-002210 filed by M Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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