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Disclosery

WT Wealth Management: XHLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WT Wealth Management on XHLF, newest first. How the timeline and the estimate are built.

WT Wealth Management held 0 XHLF shares at 2025-12-31 per its 13F-HR filed 2026-02-02.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -4,517 shares

    13F-HR 0001780507-26-000001 filed by WT Wealth Management
    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 ended2025-09-30
    13F 4,517 shares
    Change vs previous 13F -5,650 shares

    0.07% of the 13F portfolio, value $227,747.

    13F-HR 0001780507-25-000012 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 10,167 shares
    Change vs previous 13F -6,179 shares

    0.15% of the 13F portfolio, value $511,807.

    13F-HR 0001780507-25-000011 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 16,346 shares
    Change vs previous 13F -3,685 shares

    0.27% of the 13F portfolio, value $823,103.

    13F-HR 0001780507-25-000008 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 20,031 shares
    Change vs previous 13F -1,101 shares

    0.32% of the 13F portfolio, value $1,005,156.

    13F-HR 0001780507-25-000003 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 21,132 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,062,940.

    13F-HR 0001780507-24-000005 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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