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Disclosery

Schwallier Wealth Management LLC: XMHQ position timeline

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

Schwallier Wealth Management LLC held 3,751 XMHQ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,751 shares
    Change vs previous 13F -123 shares

    0.27% of the 13F portfolio, value $423,466.

    13F-HR 0001934951-26-000003 filed by Schwallier 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 3,874 shares
    Change vs previous 13F -149 shares

    0.29% of the 13F portfolio, value $400,503.

    13F-HR 0001934951-26-000002 filed by Schwallier 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 4,023 shares
    Change vs previous 13F -75 shares

    0.27% of the 13F portfolio, value $428,209.

    13F-HR 0001934951-26-000001 filed by Schwallier 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 4,098 shares
    Change vs previous 13F -5,949 shares

    0.27% of the 13F portfolio, value $430,091.

    13F-HR 0001934951-25-000004 filed by Schwallier 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 10,047 shares
    Change vs previous 13F -5,027 shares

    0.6% of the 13F portfolio, value $986,991.

    13F-HR 0001934951-25-000001 filed by Schwallier 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 15,074 shares
    Change vs previous 13F -100,519 shares

    1.02% of the 13F portfolio, value $1,379,716.

    13F-HR 0001934951-25-000002 filed by Schwallier 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 115,593 shares
    Change vs previous 13F +3,210 shares

    8.66% of the 13F portfolio, value $11,382,483.

    13F-HR 0001807270-25-000002 filed by Schwallier 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 112,383 shares
    Change vs previous 13F not available

    8.25% of the 13F portfolio, value $11,528,239.

    13F-HR 0001934951-24-000009 filed by Schwallier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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