Todd Wealth Management, LLC: XBOEX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Todd Wealth Management, LLC on XBOEX, newest first. How the timeline and the estimate are built.
Todd Wealth Management, LLC held 15,317 XBOEX shares at 2026-06-30 per its 13F-HR filed 2026-10-07.
the latest 13F is the newest step
- period ended2026-06-3013F 15,317 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $185,183.
13F-HR 0002157683-26-000006 filed by Todd Wealth Management, LLC
Accepted , ingested - period ended2026-03-3113F 15,317 sharesChange vs previous 13F -112 shares
0.15% of the 13F portfolio, value $167,874.
13F-HR 0002157683-26-000005 filed by Todd Wealth Management, LLC
Accepted , ingested - period ended2025-12-3113F 15,429 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $180,674.
13F-HR 0002157683-26-000004 filed by Todd Wealth Management, LLC
Accepted , ingested