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Disclosery

MA Private Wealth: XCEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MA Private Wealth on XCEM, newest first. How the timeline and the estimate are built.

MA Private Wealth held 155,832 XCEM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,832 shares
    Change vs previous 13F -8,808 shares

    1.23% of the 13F portfolio, value $8,240,378.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 164,640 shares
    Change vs previous 13F -4,311 shares

    1.14% of the 13F portfolio, value $6,718,953.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 168,951 shares
    Change vs previous 13F -405,719 shares

    1.08% of the 13F portfolio, value $6,480,956.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 574,670 shares
    Change vs previous 13F -597 shares

    3.51% of the 13F portfolio, value $20,877,752.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 575,267 shares
    Change vs previous 13F -130,819 shares

    3.52% of the 13F portfolio, value $19,662,617.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    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 706,086 shares
    Change vs previous 13F -68,072 shares

    3.92% of the 13F portfolio, value $20,854,244.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    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 774,158 shares
    Change vs previous 13F +4,781 shares

    4.28% of the 13F portfolio, value $22,915,069.

    13F-HR 0001765380-25-000012 filed by MA Private Wealth
    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 769,377 shares
    Change vs previous 13F not available

    4.7% of the 13F portfolio, value $25,135,547.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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