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Pineridge Advisors LLC: XFIV position timeline

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

Pineridge Advisors LLC held 730,103 XFIV shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 730,103 shares
    Change vs previous 13F +728,819 shares

    10.34% of the 13F portfolio, value $36,161,999.

    13F-HR 0002012421-25-000010 filed by Pineridge 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 ended2025-06-30
    13F 1,284 shares
    Change vs previous 13F -5,372 shares

    0.02% of the 13F portfolio, value $63,384.

    13F-HR 0002012421-25-000007 filed by Pineridge 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 ended2025-03-31
    13F 6,656 shares
    Change vs previous 13F -748,909 shares

    0.13% of the 13F portfolio, value $326,672.

    13F-HR 0002012421-25-000006 filed by Pineridge 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 ended2024-12-31
    13F 755,565 shares
    Change vs previous 13F +73,436 shares

    13.69% of the 13F portfolio, value $36,244,470.

    13F-HR 0002012421-25-000001 filed by Pineridge Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 682,129 shares
    Change vs previous 13F not available

    12.9% of the 13F portfolio, value $34,104,071.

    13F-HR 0002012421-24-000007 filed by Pineridge Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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