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Disclosery

Northwest Financial Advisors: XMHQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northwest Financial Advisors on XMHQ, newest first. How the timeline and the estimate are built.

Northwest Financial Advisors held 2,055 XMHQ 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 2,055 shares
    Change vs previous 13F -2,741 shares

    0.03% of the 13F portfolio, value $232,004.

    13F-HR 0002085853-26-000863 filed by Northwest Financial Advisors
    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 4,796 shares
    Change vs previous 13F +408 shares

    0.96% of the 13F portfolio, value $495,788.

    13F-HR 0002085853-26-000498 filed by Northwest Financial Advisors
    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 4,388 shares
    Change vs previous 13F +658 shares

    0.92% of the 13F portfolio, value $449,436.

    13F-HR 0002085853-26-000079 filed by Northwest Financial Advisors
    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 3,730 shares
    Change vs previous 13F +1,045 shares

    0.5% of the 13F portfolio, value $391,468.

    13F-HR 0002010635-25-000008 filed by Northwest Financial Advisors
    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 2,685 shares
    Change vs previous 13F -1,652 shares

    0.37% of the 13F portfolio, value $263,768.

    13F-HR 0002010635-25-000007 filed by Northwest Financial Advisors
    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 4,337 shares
    Change vs previous 13F +739 shares

    0.33% of the 13F portfolio, value $396,985.

    13F-HR 0002010635-25-000004 filed by Northwest Financial Advisors
    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 3,598 shares
    Change vs previous 13F +1,093 shares

    0.29% of the 13F portfolio, value $354,258.

    13F-HR 0002010635-25-000001 filed by Northwest Financial Advisors
    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 2,505 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $256,926.

    13F-HR 0001398344-24-020541 filed by Northwest Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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