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Disclosery

Wade Financial Advisory, Inc: USXF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wade Financial Advisory, Inc on USXF, newest first. How the timeline and the estimate are built.

Wade Financial Advisory, Inc held 14,562 USXF shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 14,562 shares
    Change vs previous 13F +2,237 shares

    0.23% of the 13F portfolio, value $679,603.

    13F-HR 0001085146-25-002882 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 12,325 shares
    Change vs previous 13F -2,353 shares

    0.21% of the 13F portfolio, value $612,810.

    13F-HR 0001085146-25-000415 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 14,678 shares
    Change vs previous 13F +1,796 shares

    0.24% of the 13F portfolio, value $720,404.

    13F-HR 0001085146-24-005183 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 12,882 shares
    Change vs previous 13F +1,368 shares

    0.22% of the 13F portfolio, value $600,039.

    13F-HR 0001085146-24-003226 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 11,514 shares
    Change vs previous 13F +3,449 shares

    0.19% of the 13F portfolio, value $519,856.

    13F-HR 0001085146-24-002447 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 8,065 shares
    Change vs previous 13F +174 shares

    0.12% of the 13F portfolio, value $321,143.

    13F-HR 0001085146-24-000984 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 7,891 shares
    Change vs previous 13F +1,150 shares

    0.12% of the 13F portfolio, value $273,508.

    13F-HR 0001085146-23-003690 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 6,741 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $242,345.

    13F-HR 0001085146-23-003207 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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