Skip to content
Disclosery

Uniting Wealth Partners, LLC: XNEAX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Uniting Wealth Partners, LLC on XNEAX, newest first. How the timeline and the estimate are built.

Uniting Wealth Partners, LLC held 70,211 XNEAX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,211 shares
    Change vs previous 13F +97 shares

    0.17% of the 13F portfolio, value $829,047.

    13F-HR 0001951757-26-001135 filed by Uniting Wealth Partners, 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 70,114 shares
    Change vs previous 13F +70,114 shares

    0.17% of the 13F portfolio, value $792,151.

    13F-HR 0001951757-26-000696 filed by Uniting Wealth Partners, 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 0 shares
    Change vs previous 13F -69,930 shares

    13F-HR 0001951757-26-000429 filed by Uniting Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 69,930 shares
    Change vs previous 13F -898 shares

    0.19% of the 13F portfolio, value $801,263.

    13F-HR 0001951757-25-001316 filed by Uniting Wealth Partners, 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 70,828 shares
    Change vs previous 13F +633 shares

    0.3% of the 13F portfolio, value $773,443.

    13F-HR 0001951757-25-001027 filed by Uniting Wealth Partners, 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 70,195 shares
    Change vs previous 13F +56,566 shares

    0.39% of the 13F portfolio, value $786,190.

    13F-HR 0001951757-25-000447 filed by Uniting Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 13,629 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $153,738.

    13F-HR 0001951757-25-000248 filed by Uniting Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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