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SWEENEY & MICHEL, LLC: XT position timeline

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

SWEENEY & MICHEL, LLC held 14,544 XT 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 14,544 shares
    Change vs previous 13F -514 shares

    0.32% of the 13F portfolio, value $1,204,794.

    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 15,058 shares
    Change vs previous 13F +67 shares

    0.32% of the 13F portfolio, value $1,081,345.

    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 14,991 shares
    Change vs previous 13F -15,592 shares

    0.32% of the 13F portfolio, value $1,089,384.

    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 30,583 shares
    Change vs previous 13F +793 shares

    0.73% of the 13F portfolio, value $2,185,444.

    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 29,790 shares
    Change vs previous 13F +1,627 shares

    0.69% of the 13F portfolio, value $1,951,847.

    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 28,163 shares
    Change vs previous 13F -7,660 shares

    0.61% of the 13F portfolio, value $1,404,212.

    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 35,823 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,184,113.

    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).