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Disclosery

Stephens Consulting, LLC: XMHQ position timeline

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

Stephens Consulting, LLC held 0 XMHQ shares at 2025-09-30 per its 13F-HR filed 2025-10-15.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -11,714 shares

    13F-HR 0001961632-25-000006 filed by Stephens Consulting, LLC
    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 ended2025-06-30
    13F 11,714 shares
    Change vs previous 13F -26,706 shares

    0.27% of the 13F portfolio, value $1,150,783.

    13F-HR 0001961632-25-000004 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 38,420 shares
    Change vs previous 13F +3,899 shares

    0.88% of the 13F portfolio, value $3,516,604.

    13F-HR 0001961632-25-000001 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 34,521 shares
    Change vs previous 13F +3,928 shares

    0.85% of the 13F portfolio, value $3,399,272.

    13F-HR 0001842787-25-000002 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 30,593 shares
    Change vs previous 13F +4,850 shares

    0.8% of the 13F portfolio, value $3,138,260.

    13F-HR 0001961632-24-000006 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 25,743 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $2,497,829.

    13F-HR 0001961632-24-000005 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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