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Warren Street Wealth Advisors, LLC: XHLF position timeline

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

Warren Street Wealth Advisors, LLC held 136,934 XHLF shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,934 shares
    Change vs previous 13F +11,605 shares

    1.56% of the 13F portfolio, value $6,887,792.

    13F-HR 0002085853-26-000803 filed by Warren Street Wealth 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 125,329 shares
    Change vs previous 13F -3,063 shares

    1.61% of the 13F portfolio, value $6,307,794.

    13F-HR 0002085853-26-000398 filed by Warren Street Wealth 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 128,392 shares
    Change vs previous 13F +12,990 shares

    1.85% of the 13F portfolio, value $6,451,703.

    13F-HR 0002085853-26-000146 filed by Warren Street Wealth 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 115,402 shares
    Change vs previous 13F +10,575 shares

    1.74% of the 13F portfolio, value $5,818,582.

    13F-HR 0002085853-25-000113 filed by Warren Street Wealth Advisors, 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 104,827 shares
    Change vs previous 13F +11,905 shares

    1.75% of the 13F portfolio, value $5,276,991.

    13F-HR 0001667731-25-000879 filed by Warren Street Wealth Advisors, 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 92,922 shares
    Change vs previous 13F +8,950 shares

    1.83% of the 13F portfolio, value $4,679,087.

    13F-HR 0001667731-25-000406 filed by Warren Street Wealth Advisors, 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 83,972 shares
    Change vs previous 13F -632 shares

    1.73% of the 13F portfolio, value $4,213,715.

    13F-HR 0001667731-25-000165 filed by Warren Street Wealth Advisors, 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 84,604 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $4,267,426.

    13F-HR 0001703496-24-000005 filed by Warren Street Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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