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Sovran Advisors, LLC: XMHQ position timeline

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

Sovran Advisors, LLC held 26,739 XMHQ shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,739 shares
    Change vs previous 13F +872 shares

    0.23% of the 13F portfolio, value $3,073,325.

    13F-HR 0002051471-26-000004 filed by Sovran Advisors, 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 25,867 shares
    Change vs previous 13F +55 shares

    0.22% of the 13F portfolio, value $2,775,787.

    13F-HR 0002051471-26-000003 filed by Sovran Advisors, 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 25,812 shares
    Change vs previous 13F -2,606 shares

    0.24% of the 13F portfolio, value $2,815,554.

    13F-HR 0002051471-26-000001 filed by Sovran Advisors, 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 28,418 shares
    Change vs previous 13F -9,574 shares

    0.26% of the 13F portfolio, value $2,920,492.

    13F-HR 0002051471-25-000007 filed by Sovran Advisors, 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 37,992 shares
    Change vs previous 13F -14,717 shares

    0.4% of the 13F portfolio, value $3,800,731.

    13F-HR 0002051471-25-000004 filed by Sovran Advisors, 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 52,709 shares
    Change vs previous 13F -11,627 shares

    0.6% of the 13F portfolio, value $4,657,357.

    13F-HR 0002051471-25-000003 filed by Sovran Advisors, 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 64,336 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $6,402,090.

    13F-HR 0002051471-25-000001 filed by Sovran Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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