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

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

Whitaker-Myers Wealth Managers, LTD. held 254,611 XMVM 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 254,611 shares
    Change vs previous 13F +23,646 shares

    2.89% of the 13F portfolio, value $17,759,122.

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

  2. period ended2026-06-30
    13F 230,965 shares
    Change vs previous 13F +14,184 shares

    2.74% of the 13F portfolio, value $16,380,032.

    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 216,781 shares
    Change vs previous 13F +3,271 shares

    2.81% of the 13F portfolio, value $14,116,759.

    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 213,510 shares
    Change vs previous 13F -14,305 shares

    2.86% of the 13F portfolio, value $13,698,824.

    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 227,815 shares
    Change vs previous 13F +7,825 shares

    3.06% of the 13F portfolio, value $14,040,009.

    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 219,990 shares
    Change vs previous 13F +11,427 shares

    3.08% of the 13F portfolio, value $12,237,117.

    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 208,563 shares
    Change vs previous 13F +19,636 shares

    3.09% of the 13F portfolio, value $11,000,512.

    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 188,927 shares
    Change vs previous 13F not available

    3.05% of the 13F portfolio, value $10,470,307.

    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).