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Disclosery

VAUGHAN & Co SECURITIES, INC.: XT position timeline

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

VAUGHAN & Co SECURITIES, INC. held 2,918 XT 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 2,918 shares
    Change vs previous 13F +2,918 shares

    0.11% of the 13F portfolio, value $241,090.

    13F-HR 0002085853-26-000924 filed by VAUGHAN & Co SECURITIES, 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 0 shares
    Change vs previous 13F -2,993 shares

    13F-HR 0002085853-26-000501 filed by VAUGHAN & Co SECURITIES, INC.
    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.

  3. period ended2025-12-31
    13F 2,993 shares
    Change vs previous 13F -363 shares

    0.11% of the 13F portfolio, value $208,711.

    13F-HR 0002085853-26-000116 filed by VAUGHAN & Co SECURITIES, 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 3,356 shares
    Change vs previous 13F -9,235 shares

    0.13% of the 13F portfolio, value $241,464.

    13F-HR 0002085853-25-000111 filed by VAUGHAN & Co SECURITIES, 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 12,591 shares
    Change vs previous 13F -56,860 shares

    0.47% of the 13F portfolio, value $821,570.

    13F-HR 0001667731-25-000917 filed by VAUGHAN & Co SECURITIES, INC.
    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 69,451 shares
    Change vs previous 13F -29,418 shares

    2.48% of the 13F portfolio, value $3,997,594.

    13F-HR 0001667731-25-000549 filed by VAUGHAN & Co SECURITIES, INC.
    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 98,869 shares
    Change vs previous 13F +72 shares

    3.56% of the 13F portfolio, value $5,898,509.

    13F-HR 0001667731-25-000136 filed by VAUGHAN & Co SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 98,797 shares
    Change vs previous 13F not available

    3.54% of the 13F portfolio, value $6,014,784.

    13F-HR 0000805870-24-000004 filed by VAUGHAN & Co SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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