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Disclosery

Solutions 4 Wealth, Ltd: XMVM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Solutions 4 Wealth, Ltd on XMVM, newest first. How the timeline and the estimate are built.

Solutions 4 Wealth, Ltd held 17,419 XMVM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,419 shares
    Change vs previous 13F +3,260 shares

    1.59% of the 13F portfolio, value $1,235,342.

    13F-HR 0002006405-26-000005 filed by Solutions 4 Wealth, Ltd
    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 14,159 shares
    Change vs previous 13F +8,891 shares

    1.39% of the 13F portfolio, value $922,059.

    13F-HR 0002006405-26-000003 filed by Solutions 4 Wealth, Ltd
    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 5,268 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $338,021.

    13F-HR 0002006405-26-000001 filed by Solutions 4 Wealth, Ltd
    Filed (acceptance time not in the bulk data set), ingested

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