Skip to content
Disclosery

Wealth Advisory Team LLC: XJH position timeline

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

Wealth Advisory Team LLC held 20,016 XJH 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 20,016 shares
    Change vs previous 13F +2,929 shares

    0.85% of the 13F portfolio, value $1,043,836.

    13F-HR 0002039196-26-000004 filed by Wealth Advisory Team LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 17,087 shares
    Change vs previous 13F +77 shares

    0.67% of the 13F portfolio, value $762,922.

    13F-HR 0002039196-26-000001 filed by Wealth Advisory Team LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 17,010 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $705,918.

    13F-HR 0002039196-25-000001 filed by Wealth Advisory Team LLC
    Filed (acceptance time not in the bulk data set), ingested

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