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Disclosery

SoundView Advisors Inc.: XHLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SoundView Advisors Inc. on XHLF, newest first. How the timeline and the estimate are built.

SoundView Advisors Inc. held 0 XHLF shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -519,214 shares

    13F-HR 0002054083-26-000002 filed by SoundView Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 519,214 shares
    Change vs previous 13F +519,214 shares

    9.1% of the 13F portfolio, value $26,090,000.

    13F-HR 0002054083-26-000001 filed by SoundView Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -510,955 shares

    13F-HR 0002054083-25-000002 filed by SoundView Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 510,955 shares
    Change vs previous 13F +18,595 shares

    9.48% of the 13F portfolio, value $25,721,000.

    13F-HR 0001908380-25-000007 filed by SoundView Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 492,360 shares
    Change vs previous 13F +34,799 shares

    10.23% of the 13F portfolio, value $24,792,000.

    13F-HR 0001842974-25-000008 filed by SoundView Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 457,561 shares
    Change vs previous 13F not available

    9.47% of the 13F portfolio, value $22,960,000.

    13F-HR 0001800586-25-000002 filed by SoundView Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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