Skip to content
Disclosery

Shotwell Rutter Baer Inc: USXF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shotwell Rutter Baer Inc on USXF, newest first. How the timeline and the estimate are built.

Shotwell Rutter Baer Inc held 19,943 USXF 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 19,943 shares
    Change vs previous 13F -826 shares

    0.76% of the 13F portfolio, value $1,385,041.

    13F-HR 0001754960-26-000573 filed by Shotwell Rutter Baer Inc
    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 20,769 shares
    Change vs previous 13F +299 shares

    0.67% of the 13F portfolio, value $1,146,449.

    13F-HR 0001754960-26-000301 filed by Shotwell Rutter Baer Inc
    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 20,470 shares
    Change vs previous 13F -140 shares

    0.72% of the 13F portfolio, value $1,196,402.

    13F-HR 0001754960-26-000025 filed by Shotwell Rutter Baer Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 20,610 shares
    Change vs previous 13F +1,355 shares

    0.77% of the 13F portfolio, value $1,199,498.

    13F-HR 0001754960-25-000654 filed by Shotwell Rutter Baer Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 19,255 shares
    Change vs previous 13F -21 shares

    0.71% of the 13F portfolio, value $1,051,130.

    13F-HR 0001754960-25-000322 filed by Shotwell Rutter Baer Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 19,276 shares
    Change vs previous 13F +1,095 shares

    0.71% of the 13F portfolio, value $809,978.

    13F-HR 0001754960-25-000162 filed by Shotwell Rutter Baer Inc
    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 18,181 shares
    Change vs previous 13F -1,825 shares

    0.76% of the 13F portfolio, value $896,869.

    13F-HR 0001754960-25-000013 filed by Shotwell Rutter Baer Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 20,006 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $983,095.

    13F-HR 0001754960-24-000472 filed by Shotwell Rutter Baer Inc
    Filed (acceptance time not in the bulk data set), ingested

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