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Disclosery

Whitaker-Myers Wealth Managers, LTD.: XMHQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whitaker-Myers Wealth Managers, LTD. on XMHQ, newest first. How the timeline and the estimate are built.

Whitaker-Myers Wealth Managers, LTD. held 5,466 XMHQ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,466 shares
    Change vs previous 13F -252 shares

    0.1% of the 13F portfolio, value $610,301.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,718 shares
    Change vs previous 13F -630 shares

    0.11% of the 13F portfolio, value $645,468.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,348 shares
    Change vs previous 13F -236 shares

    0.13% of the 13F portfolio, value $656,195.

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,584 shares
    Change vs previous 13F -396 shares

    0.14% of the 13F portfolio, value $674,379.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,980 shares
    Change vs previous 13F -48 shares

    0.16% of the 13F portfolio, value $732,599.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,028 shares
    Change vs previous 13F +167 shares

    0.17% of the 13F portfolio, value $690,460.

    13F-HR 0001667731-25-000741 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,861 shares
    Change vs previous 13F +198 shares

    0.18% of the 13F portfolio, value $627,975.

    13F-HR 0001667731-25-000415 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,663 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $656,143.

    13F-HR 0001667731-25-000038 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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