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TOTAL INVESTMENT MANAGEMENT INC: XHLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOTAL INVESTMENT MANAGEMENT INC on XHLF, newest first. How the timeline and the estimate are built.

TOTAL INVESTMENT MANAGEMENT INC held 1,101,014 XHLF shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,101,014 shares
    Change vs previous 13F -678,449 shares

    5.84% of the 13F portfolio, value $55,392,023.

    13F-HR 0001068804-26-000004 filed by TOTAL INVESTMENT MANAGEMENT INC
    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 1,779,463 shares
    Change vs previous 13F -27,254 shares

    10.44% of the 13F portfolio, value $89,560,382.

    13F-HR 0001068804-26-000003 filed by TOTAL INVESTMENT MANAGEMENT INC
    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 1,806,717 shares
    Change vs previous 13F -20,865 shares

    11.65% of the 13F portfolio, value $90,787,533.

    13F-HR 0001068804-26-000002 filed by TOTAL INVESTMENT MANAGEMENT INC
    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 1,827,582 shares
    Change vs previous 13F -33,158 shares

    11.98% of the 13F portfolio, value $92,146,708.

    13F-HR 0001068804-25-000008 filed by TOTAL INVESTMENT MANAGEMENT INC
    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 1,860,740 shares
    Change vs previous 13F not available

    13.53% of the 13F portfolio, value $93,669,629.

    13F-HR 0001068804-25-000006 filed by TOTAL INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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