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Northeast Financial Consultants Inc: XHE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northeast Financial Consultants Inc on XHE, newest first. How the timeline and the estimate are built.

Northeast Financial Consultants Inc held 9,538 XHE shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 9,538 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $774,581.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 9,538 shares
    Change vs previous 13F -567 shares

    0.03% of the 13F portfolio, value $784,024.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 10,105 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $894,394.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 10,105 shares
    Change vs previous 13F -1,710 shares

    0.04% of the 13F portfolio, value $914,604.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 11,815 shares
    Change vs previous 13F -2,210 shares

    0.05% of the 13F portfolio, value $997,301.

    13F-HR 0001599863-24-000008 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 14,025 shares
    Change vs previous 13F -567 shares

    0.06% of the 13F portfolio, value $1,233,359.

    13F-HR 0001599863-24-000006 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 14,592 shares
    Change vs previous 13F -9,932 shares

    0.07% of the 13F portfolio, value $1,229,522.

    13F-HR 0001599863-24-000002 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 24,524 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,914,589.

    13F-HR 0001599863-23-000009 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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