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Note Advisors, LLC: XHLF position timeline

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

Note Advisors, LLC held 9,416 XHLF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,416 shares
    Change vs previous 13F -9,271 shares

    0.21% of the 13F portfolio, value $473,625.

    13F-HR 0002056243-26-000003 filed by Note Advisors, 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 18,687 shares
    Change vs previous 13F -82 shares

    0.47% of the 13F portfolio, value $940,516.

    13F-HR 0002056243-26-000002 filed by Note Advisors, 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 18,769 shares
    Change vs previous 13F +3,126 shares

    0.48% of the 13F portfolio, value $944,645.

    13F-HR 0002056243-26-000001 filed by Note Advisors, 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 15,643 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $788,720.

    13F-HR 0002056243-25-000006 filed by Note Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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