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Morey & Quinn Wealth Partners, LLC: XEXGX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morey & Quinn Wealth Partners, LLC on XEXGX, newest first. How the timeline and the estimate are built.

Morey & Quinn Wealth Partners, LLC held 106,205 XEXGX 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 106,205 shares
    Change vs previous 13F -5,300 shares

    0.67% of the 13F portfolio, value $1,041,871.

    13F-HR 0002055521-26-000004 filed by Morey & Quinn Wealth Partners, 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 111,505 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $965,633.

    13F-HR 0002055521-26-000002 filed by Morey & Quinn Wealth Partners, LLC
    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 111,505 shares
    Change vs previous 13F +7,318 shares

    0.76% of the 13F portfolio, value $1,062,643.

    13F-HR 0002055521-26-000001 filed by Morey & Quinn Wealth Partners, LLC
    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 104,187 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $948,102.

    13F-HR 0002055521-25-000002 filed by Morey & Quinn Wealth Partners, LLC
    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 104,187 shares
    Change vs previous 13F +10,415 shares

    0.73% of the 13F portfolio, value $911,636.

    13F-HR 0001085146-25-004093 filed by Morey & Quinn Wealth Partners, LLC
    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 93,772 shares
    Change vs previous 13F +5,400 shares

    0.63% of the 13F portfolio, value $763,304.

    13F-HR 0001085146-25-002135 filed by Morey & Quinn Wealth Partners, LLC
    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 88,372 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $721,999.

    13F-HR 0001085146-25-001023 filed by Morey & Quinn Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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