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Disclosery

Private Advisory Group LLC: XHLF position timeline

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

Private Advisory Group LLC held 32,832 XHLF shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,832 shares
    Change vs previous 13F +32,832 shares

    0.09% of the 13F portfolio, value $1,651,450.

    13F-HR 0001632965-26-000005 filed by Private Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -6,588 shares

    13F-HR 0001632965-25-000009 filed by Private Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F 6,588 shares
    Change vs previous 13F -42,594 shares

    0.03% of the 13F portfolio, value $331,640.

    13F-HR 0001632965-25-000008 filed by Private Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 49,182 shares
    Change vs previous 13F +40,676 shares

    0.28% of the 13F portfolio, value $2,476,560.

    13F-HR 0001632965-25-000005 filed by Private Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F/A 8,506 shares
    Change vs previous 13F -13,896 shares

    0.05% of the 13F portfolio, value $426,831.

    13F-HR/A 0001632965-25-000004 filed by Private Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 22,402 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,129,957.

    13F-HR 0001632965-24-000012 filed by Private Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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