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Disclosery

MONEYWISE, INC.: XMLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONEYWISE, INC. on XMLV, newest first. How the timeline and the estimate are built.

MONEYWISE, INC. held 5,906 XMLV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,906 shares
    Change vs previous 13F -858 shares

    0.15% of the 13F portfolio, value $391,745.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, 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 6,764 shares
    Change vs previous 13F -6,468 shares

    0.19% of the 13F portfolio, value $425,929.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, 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 13,232 shares
    Change vs previous 13F -367 shares

    0.34% of the 13F portfolio, value $825,251.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, 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 13,599 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $864,352.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, 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 13,599 shares
    Change vs previous 13F -625 shares

    0.39% of the 13F portfolio, value $838,650.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, 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 14,224 shares
    Change vs previous 13F -309 shares

    0.46% of the 13F portfolio, value $877,899.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, 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 14,533 shares
    Change vs previous 13F -3,282 shares

    0.44% of the 13F portfolio, value $883,891.

    13F-HR 0001754960-25-000070 filed by MONEYWISE, INC.
    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 17,815 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,087,441.

    13F-HR 0001754960-24-000522 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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