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Measured Risk Portfolios, Inc.: XHLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Measured Risk Portfolios, Inc. on XHLF, newest first. How the timeline and the estimate are built.

Measured Risk Portfolios, Inc. held 64,354 XHLF shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,354 shares
    Change vs previous 13F -37,556 shares

    2.88% of the 13F portfolio, value $3,237,006.

    13F-HR 0001576704-26-000012 filed by Measured Risk Portfolios, Inc.
    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 101,910 shares
    Change vs previous 13F -1,306 shares

    5.65% of the 13F portfolio, value $5,129,130.

    13F-HR 0001576704-26-000008 filed by Measured Risk Portfolios, Inc.
    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 103,216 shares
    Change vs previous 13F +6,676 shares

    5.98% of the 13F portfolio, value $5,186,604.

    13F-HR 0001576704-26-000006 filed by Measured Risk Portfolios, Inc.
    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 96,540 shares
    Change vs previous 13F +19,648 shares

    5.27% of the 13F portfolio, value $4,867,547.

    13F-HR 0001576704-25-000016 filed by Measured Risk Portfolios, Inc.
    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 76,892 shares
    Change vs previous 13F -11,910 shares

    4.33% of the 13F portfolio, value $3,870,743.

    13F-HR 0001576704-25-000011 filed by Measured Risk Portfolios, Inc.
    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 88,802 shares
    Change vs previous 13F +61,326 shares

    4.8% of the 13F portfolio, value $4,471,625.

    13F-HR 0001576704-25-000009 filed by Measured Risk Portfolios, Inc.
    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 27,476 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $1,378,746.

    13F-HR 0001576704-25-000005 filed by Measured Risk Portfolios, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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