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RTD Financial Advisors, Inc.: XJH position timeline

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

RTD Financial Advisors, Inc. held 31,501 XJH shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 31,501 shares
    Change vs previous 13F -602 shares

    0.17% of the 13F portfolio, value $1,536,641.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 32,103 shares
    Change vs previous 13F +13 shares

    0.18% of the 13F portfolio, value $1,674,197.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 32,090 shares
    Change vs previous 13F +326 shares

    0.18% of the 13F portfolio, value $1,455,918.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 31,764 shares
    Change vs previous 13F -1,473 shares

    0.17% of the 13F portfolio, value $1,418,265.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 33,237 shares
    Change vs previous 13F +2,443 shares

    0.18% of the 13F portfolio, value $1,457,444.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 30,794 shares
    Change vs previous 13F +1,205 shares

    0.16% of the 13F portfolio, value $1,277,959.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 29,589 shares
    Change vs previous 13F +1,775 shares

    0.16% of the 13F portfolio, value $1,156,025.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 27,814 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,163,628.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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