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POTOMAC FUND MANAGEMENT INC /ADV: XHLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of POTOMAC FUND MANAGEMENT INC /ADV on XHLF, newest first. How the timeline and the estimate are built.

POTOMAC FUND MANAGEMENT INC /ADV held 7,802,882 XHLF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,802,882 shares
    Change vs previous 13F +1,385,900 shares

    9.88% of the 13F portfolio, value $392,484,965.

    13F-HR 0000826000-26-000007 filed by POTOMAC FUND MANAGEMENT INC /ADV
    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 6,416,982 shares
    Change vs previous 13F -1,676,621 shares

    11.22% of the 13F portfolio, value $322,966,704.

    13F-HR 0000826000-26-000005 filed by POTOMAC FUND MANAGEMENT INC /ADV
    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 8,093,603 shares
    Change vs previous 13F -797,256 shares

    14.99% of the 13F portfolio, value $406,703,551.

    13F-HR 0000826000-26-000003 filed by POTOMAC FUND MANAGEMENT INC /ADV
    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 8,890,859 shares
    Change vs previous 13F +4,576,205 shares

    18.98% of the 13F portfolio, value $448,277,111.

    13F-HR 0000826000-25-000012 filed by POTOMAC FUND MANAGEMENT INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 4,314,654 shares
    Change vs previous 13F not available

    12.41% of the 13F portfolio, value $217,199,682.

    13F-HR/A 0000826000-25-000010 filed by POTOMAC FUND MANAGEMENT INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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