Skip to content
Disclosery

Wheelhouse Advisory Group LLC: XMYDX position timeline

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

Wheelhouse Advisory Group LLC held 0 XMYDX shares at 2026-03-31 per its 13F-HR filed 2026-04-23.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -10,194 shares

    13F-HR 0001998946-26-000002 filed by Wheelhouse Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 10,194 shares
    Change vs previous 13F -20,139 shares

    0.04% of the 13F portfolio, value $115,302.

    13F-HR 0001998946-26-000001 filed by Wheelhouse Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 30,333 shares
    Change vs previous 13F +175 shares

    0.14% of the 13F portfolio, value $320,325.

    13F-HR 0001998946-25-000006 filed by Wheelhouse Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 30,158 shares
    Change vs previous 13F -12,549 shares

    0.15% of the 13F portfolio, value $302,793.

    13F-HR 0001998946-25-000004 filed by Wheelhouse Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 42,707 shares
    Change vs previous 13F -8,647 shares

    0.26% of the 13F portfolio, value $450,563.

    13F-HR 0001998946-25-000003 filed by Wheelhouse Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 51,354 shares
    Change vs previous 13F +496 shares

    0.32% of the 13F portfolio, value $533,568.

    13F-HR 0001998946-25-000001 filed by Wheelhouse Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 50,858 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $581,311.

    13F-HR 0001998946-24-000005 filed by Wheelhouse Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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