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Spectrum Wealth Advisory Group, LLC: XMHQ position timeline

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

Spectrum Wealth Advisory Group, LLC held 56,108 XMHQ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,108 shares
    Change vs previous 13F -653 shares

    1.8% of the 13F portfolio, value $6,333,422.

    13F-HR 0001776821-26-000003 filed by Spectrum Wealth Advisory Group, 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 56,761 shares
    Change vs previous 13F -1,419 shares

    2.18% of the 13F portfolio, value $5,867,375.

    13F-HR 0001776821-26-000002 filed by Spectrum Wealth Advisory Group, 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 58,180 shares
    Change vs previous 13F -1,936 shares

    2.19% of the 13F portfolio, value $5,958,798.

    13F-HR 0001776821-26-000001 filed by Spectrum Wealth Advisory Group, 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 60,116 shares
    Change vs previous 13F -146,475 shares

    2.6% of the 13F portfolio, value $6,309,750.

    13F-HR 0001776821-25-000006 filed by Spectrum Wealth Advisory Group, 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 206,591 shares
    Change vs previous 13F +106,332 shares

    9.44% of the 13F portfolio, value $20,295,509.

    13F-HR 0001776821-25-000003 filed by Spectrum Wealth Advisory Group, 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 100,259 shares
    Change vs previous 13F -23,386 shares

    4.4% of the 13F portfolio, value $9,176,676.

    13F-HR 0001172661-25-002115 filed by Spectrum Wealth Advisory Group, 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 123,645 shares
    Change vs previous 13F +20,867 shares

    5.74% of the 13F portfolio, value $12,175,321.

    13F-HR 0001172661-25-000436 filed by Spectrum Wealth Advisory Group, LLC
    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 102,778 shares
    Change vs previous 13F not available

    5.91% of the 13F portfolio, value $10,542,997.

    13F-HR 0001172661-24-004512 filed by Spectrum Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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