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Disclosery

Shira Ridge Wealth Management: XJH position timeline

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

Shira Ridge Wealth Management held 21,095 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 21,095 shares
    Change vs previous 13F -1,801 shares

    0.36% of the 13F portfolio, value $1,029,012.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,896 shares
    Change vs previous 13F -805 shares

    0.42% of the 13F portfolio, value $1,194,026.

    13F-HR 0001754960-26-000452 filed by Shira Ridge 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 ended2026-03-31
    13F 23,701 shares
    Change vs previous 13F -4,194 shares

    0.43% of the 13F portfolio, value $1,075,314.

    13F-HR 0001754960-26-000222 filed by Shira Ridge 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 ended2025-12-31
    13F 27,895 shares
    Change vs previous 13F -109,315 shares

    0.5% of the 13F portfolio, value $1,245,512.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    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 137,210 shares
    Change vs previous 13F -4,338 shares

    2.55% of the 13F portfolio, value $6,016,659.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    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 141,548 shares
    Change vs previous 13F +5,613 shares

    2.68% of the 13F portfolio, value $5,874,242.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    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 135,935 shares
    Change vs previous 13F +11,330 shares

    2.65% of the 13F portfolio, value $5,310,980.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    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 124,605 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $5,212,975.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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