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Sugar Maple Asset Management, LLC: XHLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sugar Maple Asset Management, LLC on XHLF, newest first. How the timeline and the estimate are built.

Sugar Maple Asset Management, LLC held 12,531 XHLF shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,531 shares
    Change vs previous 13F +15 shares

    0.41% of the 13F portfolio, value $630,301.

    13F-HR 0002012673-26-000004 filed by Sugar Maple Asset Management, 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 12,516 shares
    Change vs previous 13F +14 shares

    0.38% of the 13F portfolio, value $629,946.

    13F-HR 0002012673-26-000002 filed by Sugar Maple Asset Management, 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 12,502 shares
    Change vs previous 13F +5,073 shares

    0.42% of the 13F portfolio, value $628,219.

    13F-HR 0002012673-26-000001 filed by Sugar Maple Asset Management, 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 7,429 shares
    Change vs previous 13F -21,970 shares

    0.27% of the 13F portfolio, value $374,576.

    13F-HR 0002012673-25-000005 filed by Sugar Maple Asset Management, 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 29,399 shares
    Change vs previous 13F +1,993 shares

    1.15% of the 13F portfolio, value $1,479,947.

    13F-HR 0002012673-25-000003 filed by Sugar Maple Asset Management, 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 27,406 shares
    Change vs previous 13F +8,854 shares

    1.09% of the 13F portfolio, value $1,380,018.

    13F-HR 0002012673-25-000002 filed by Sugar Maple Asset Management, 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 18,552 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $930,963.

    13F-HR 0002012673-25-000001 filed by Sugar Maple Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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