Skip to content
Disclosery

SWEENEY & MICHEL, LLC: XHLF position timeline

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

SWEENEY & MICHEL, LLC held 37,312 XHLF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,312 shares
    Change vs previous 13F -5,511 shares

    0.49% of the 13F portfolio, value $1,873,416.

    13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, 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 42,823 shares
    Change vs previous 13F +7,232 shares

    0.63% of the 13F portfolio, value $2,151,449.

    13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, 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 35,591 shares
    Change vs previous 13F -69 shares

    0.53% of the 13F portfolio, value $1,789,518.

    13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, 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 35,660 shares
    Change vs previous 13F +5,859 shares

    0.6% of the 13F portfolio, value $1,794,388.

    13F-HR 0001754960-25-000788 filed by SWEENEY & MICHEL, 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 29,801 shares
    Change vs previous 13F -315 shares

    0.53% of the 13F portfolio, value $1,497,501.

    13F-HR 0001979556-25-000002 filed by SWEENEY & MICHEL, 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 30,116 shares
    Change vs previous 13F +1,279 shares

    0.66% of the 13F portfolio, value $1,513,011.

    13F-HR 0001979556-25-000001 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 28,837 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,450,510.

    13F-HR 0001979556-24-000003 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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