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STRAIGHTLINE GROUP LLC: XMHQ position timeline

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

STRAIGHTLINE GROUP LLC held 370,591 XMHQ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 370,591 shares
    Change vs previous 13F +6,632 shares

    19.72% of the 13F portfolio, value $41,832,294.

    13F-HR 0001444864-26-000004 filed by STRAIGHTLINE 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 363,959 shares
    Change vs previous 13F +9,740 shares

    18.71% of the 13F portfolio, value $37,622,443.

    13F-HR 0001444864-26-000002 filed by STRAIGHTLINE 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 354,219 shares
    Change vs previous 13F +10,656 shares

    20.98% of the 13F portfolio, value $38,376,087.

    13F-HR 0001444864-26-000001 filed by STRAIGHTLINE 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 343,563 shares
    Change vs previous 13F +20,963 shares

    20.79% of the 13F portfolio, value $36,074,115.

    13F-HR 0001444864-25-000008 filed by STRAIGHTLINE 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 322,600 shares
    Change vs previous 13F -39,432 shares

    19.8% of the 13F portfolio, value $31,737,388.

    13F-HR 0001444864-25-000006 filed by STRAIGHTLINE 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 362,032 shares
    Change vs previous 13F not available

    21.45% of the 13F portfolio, value $33,183,853.

    13F-HR 0001444864-25-000004 filed by STRAIGHTLINE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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