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Disclosery

Refined Wealth Management: XMAG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Refined Wealth Management on XMAG, newest first. How the timeline and the estimate are built.

Refined Wealth Management held 14,433 XMAG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,433 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $376,413.

    13F-HR 0001724729-26-000005 filed by Refined Wealth Management
    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 14,433 shares
    Change vs previous 13F -20,133 shares

    0.2% of the 13F portfolio, value $320,658.

    13F-HR 0001724729-26-000003 filed by Refined Wealth Management
    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 34,566 shares
    Change vs previous 13F +19,216 shares

    0.53% of the 13F portfolio, value $780,155.

    13F-HR 0001724729-26-000001 filed by Refined Wealth Management
    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 15,350 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $340,007.

    13F-HR 0001724729-25-000008 filed by Refined Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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