PlanVest Financial, Inc: XSHQ position timeline

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

PlanVest Financial, Inc held 83,180 XSHQ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 83,180 shares
Change vs previous 13F -538 shares
2.69% of the 13F portfolio, value $4,022,101.
13F-HR 0002135239-26-000002 filed by PlanVest Financial, Inc
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 83,718 shares
Change vs previous 13F not available
2.68% of the 13F portfolio, value $3,529,590.
13F-HR 0002135239-26-000001 filed by PlanVest Financial, Inc
Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).