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TPG Financial Advisors, LLC: XJH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TPG Financial Advisors, LLC on XJH, newest first. How the timeline and the estimate are built.

TPG Financial Advisors, LLC held 5,088 XJH shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,088 shares
    Change vs previous 13F -265 shares

    0.08% of the 13F portfolio, value $265,339.

    13F-HR 0001706669-26-000008 filed by TPG Financial Advisors, 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 5,353 shares
    Change vs previous 13F +256 shares

    0.08% of the 13F portfolio, value $242,866.

    13F-HR 0001706669-26-000006 filed by TPG Financial Advisors, 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 5,097 shares
    Change vs previous 13F +501 shares

    0.08% of the 13F portfolio, value $227,581.

    13F-HR 0001706669-26-000003 filed by TPG Financial Advisors, 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 4,596 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $201,535.

    13F-HR 0001706669-25-000009 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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