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Wagner Wealth Management, LLC: XFRAX position timeline

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

Wagner Wealth Management, LLC held 59,275 XFRAX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,275 shares
    Change vs previous 13F +1,874 shares

    0.12% of the 13F portfolio, value $651,431.

    13F-HR 0001398344-26-012623 filed by Wagner Wealth Management, 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 57,401 shares
    Change vs previous 13F +1,789 shares

    0.13% of the 13F portfolio, value $632,554.

    13F-HR 0001398344-26-007056 filed by Wagner Wealth Management, 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 55,612 shares
    Change vs previous 13F -9,358 shares

    0.14% of the 13F portfolio, value $655,111.

    13F-HR 0001398344-26-001683 filed by Wagner Wealth Management, 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 64,970 shares
    Change vs previous 13F +1,743 shares

    0.2% of the 13F portfolio, value $843,309.

    13F-HR 0001398344-25-019410 filed by Wagner Wealth Management, 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 63,227 shares
    Change vs previous 13F -1,942 shares

    0.19% of the 13F portfolio, value $830,806.

    13F-HR 0001398344-25-013237 filed by Wagner Wealth Management, 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 65,169 shares
    Change vs previous 13F +1,662 shares

    0.21% of the 13F portfolio, value $841,986.

    13F-HR 0001398344-25-007278 filed by Wagner Wealth Management, 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 63,507 shares
    Change vs previous 13F -16,793 shares

    0.23% of the 13F portfolio, value $873,216.

    13F-HR 0001398344-25-001312 filed by Wagner Wealth Management, LLC
    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 80,300 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,059,959.

    13F-HR 0001398344-24-018774 filed by Wagner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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