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Wiser Advisor Group LLC: HFXI position timeline

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

Wiser Advisor Group LLC held 84,606 HFXI shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,606 shares
    Change vs previous 13F -955 shares

    3.53% of the 13F portfolio, value $3,222,646.

    13F-HR 0001420506-26-001840 filed by Wiser Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 85,561 shares
    Change vs previous 13F +1,218 shares

    3.47% of the 13F portfolio, value $2,873,146.

    13F-HR 0002011550-26-000002 filed by Wiser Advisor 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 ended2025-12-31
    13F 84,343 shares
    Change vs previous 13F +1,992 shares

    3.13% of the 13F portfolio, value $2,736,908.

    13F-HR 0002011550-26-000001 filed by Wiser Advisor 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 ended2025-09-30
    13F 82,351 shares
    Change vs previous 13F +2,869 shares

    3.18% of the 13F portfolio, value $2,553,717.

    13F-HR 0002011550-25-000006 filed by Wiser Advisor 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 ended2025-06-30
    13F 79,482 shares
    Change vs previous 13F -3,154 shares

    4.07% of the 13F portfolio, value $2,342,329.

    13F-HR 0002011550-25-000004 filed by Wiser Advisor 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 ended2025-03-31
    13F 82,636 shares
    Change vs previous 13F +470 shares

    3.36% of the 13F portfolio, value $2,274,144.

    13F-HR 0002011550-25-000003 filed by Wiser Advisor 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 ended2024-12-31
    13F 82,166 shares
    Change vs previous 13F -410 shares

    3.11% of the 13F portfolio, value $2,141,244.

    13F-HR 0002011550-25-000001 filed by Wiser Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 82,576 shares
    Change vs previous 13F not available

    3.41% of the 13F portfolio, value $2,282,387.

    13F-HR 0002011550-24-000005 filed by Wiser Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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