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Sagace Wealth Management LLC: XMHQ position timeline

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

Sagace Wealth Management LLC held 35,291 XMHQ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,291 shares
    Change vs previous 13F +133 shares

    2.52% of the 13F portfolio, value $3,983,648.

    13F-HR 0002027449-26-000003 filed by Sagace Wealth Management LLC
    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 35,158 shares
    Change vs previous 13F -565 shares

    2.46% of the 13F portfolio, value $3,634,282.

    13F-HR 0002027449-26-000002 filed by Sagace Wealth Management LLC
    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 35,723 shares
    Change vs previous 13F +132 shares

    2.49% of the 13F portfolio, value $3,658,750.

    13F-HR 0002027449-26-000001 filed by Sagace Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 35,591 shares
    Change vs previous 13F +212 shares

    2.54% of the 13F portfolio, value $3,735,631.

    13F-HR 0002027449-25-000007 filed by Sagace Wealth Management LLC
    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 35,379 shares
    Change vs previous 13F -3,724 shares

    2.6% of the 13F portfolio, value $3,475,633.

    13F-HR 0002027449-25-000004 filed by Sagace Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 39,103 shares
    Change vs previous 13F -62 shares

    2.71% of the 13F portfolio, value $3,579,098.

    13F-HR 0002027449-25-000002 filed by Sagace Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 39,165 shares
    Change vs previous 13F -34,894 shares

    2.89% of the 13F portfolio, value $3,856,578.

    13F-HR 0002027449-25-000001 filed by Sagace Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 74,059 shares
    Change vs previous 13F not available

    5.98% of the 13F portfolio, value $7,736,203.

    13F-HR 0002027449-24-000002 filed by Sagace Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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