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Disclosery

WFA Asset Management Corp: XMHQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WFA Asset Management Corp on XMHQ, newest first. How the timeline and the estimate are built.

WFA Asset Management Corp held 171,079 XMHQ shares at 2025-09-30 per its 13F-HR filed 2025-10-30.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 171,079 shares
    Change vs previous 13F +29,321 shares

    9.54% of the 13F portfolio, value $17,549,309.

    13F-HR 0001994434-25-000010 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 141,758 shares
    Change vs previous 13F +114,824 shares

    7.78% of the 13F portfolio, value $13,754,797.

    13F-HR 0001994434-25-000006 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 26,934 shares
    Change vs previous 13F -145,941 shares

    1.55% of the 13F portfolio, value $2,964,038.

    13F-HR 0001994434-25-000002 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 172,875 shares
    Change vs previous 13F +1,775 shares

    9.2% of the 13F portfolio, value $17,023,044.

    13F-HR 0001994434-25-000001 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 171,100 shares
    Change vs previous 13F +29,066 shares

    9.54% of the 13F portfolio, value $17,551,467.

    13F-HR 0001994434-24-000009 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 142,034 shares
    Change vs previous 13F +115,100 shares

    7.78% of the 13F portfolio, value $13,781,577.

    13F-HR 0001994434-24-000006 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F/A 26,934 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $2,964,038.

    13F-HR/A 0001994434-24-000005 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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