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Pineridge Advisors LLC: XHLF position timeline

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

Pineridge Advisors LLC held 2,132,997 XHLF 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 2,132,997 shares
    Change vs previous 13F +220,236 shares

    30.75% of the 13F portfolio, value $107,545,722.

    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 1,912,761 shares
    Change vs previous 13F +59,726 shares

    34.9% of the 13F portfolio, value $96,288,371.

    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 1,853,035 shares
    Change vs previous 13F +1,551,357 shares

    36.46% of the 13F portfolio, value $93,309,563.

    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 301,678 shares
    Change vs previous 13F +207,967 shares

    5.72% of the 13F portfolio, value $15,138,216.

    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 93,711 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $4,726,805.

    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).