PALO ALTO WEALTH ADVISORS, LLC: XHLF position timeline

PALO ALTO WEALTH ADVISORS, LLC held 4,485 XHLF shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 4,485 shares

   Change vs previous 13F 0 shares

   0.07% of the 13F portfolio, value $225,461.

   13F-HR 0001951757-25-001406 filed by PALO ALTO WEALTH ADVISORS, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

2. period ended2025-06-30

   13F 4,485 shares

   Change vs previous 13F -2,380 shares

   0.09% of the 13F portfolio, value $225,775.

   13F-HR 0001951757-25-001091 filed by PALO ALTO WEALTH ADVISORS, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 6,865 shares

   Change vs previous 13F -10,300 shares

   0.13% of the 13F portfolio, value $344,863.

   13F-HR 0001951757-25-000562 filed by PALO ALTO WEALTH ADVISORS, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 17,165 shares

   Change vs previous 13F +10,680 shares

   0.3% of the 13F portfolio, value $864,594.

   13F-HR 0001951757-25-000266 filed by PALO ALTO WEALTH ADVISORS, LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 6,485 shares

   Change vs previous 13F not available

   0.14% of the 13F portfolio, value $326,196.

   13F-HR 0001951757-24-001178 filed by PALO ALTO WEALTH ADVISORS, LLC
   Filed 2024-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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