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Alaska Permanent Capital Management, LLC: XMHQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alaska Permanent Capital Management, LLC on XMHQ, newest first. How the timeline and the estimate are built.

Alaska Permanent Capital Management, LLC held 3,399 XMHQ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,399 shares
    Change vs previous 13F -1 shares

    0.04% of the 13F portfolio, value $383,679.

    13F-HR 0001398344-26-014075 filed by Alaska Wealth Advisors, 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 3,400 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $351,458.

    13F-HR 0001398344-26-007167 filed by Alaska Wealth Advisors, 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 3,400 shares
    Change vs previous 13F -1,257 shares

    0.04% of the 13F portfolio, value $348,228.

    13F-HR 0001398344-26-003000 filed by Alaska Wealth Advisors, 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 4,657 shares
    Change vs previous 13F -1,577 shares

    0.06% of the 13F portfolio, value $488,799.

    13F-HR 0001398344-25-020106 filed by Alaska Wealth Advisors, 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 6,234 shares
    Change vs previous 13F -1,176 shares

    0.09% of the 13F portfolio, value $612,428.

    13F-HR 0001398344-25-014061 filed by Alaska Wealth Advisors, 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 7,410 shares
    Change vs previous 13F -58,255 shares

    0.11% of the 13F portfolio, value $678,237.

    13F-HR 0001398344-25-008403 filed by Alaska Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Alaska Permanent Capital Management, LLC: 0 shares
    • Alaska Wealth Advisors, LLC: 7,410 shares

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

  7. period ended2024-12-31
    13F 65,665 shares
    Change vs previous 13F -50,847 shares

    0.35% of the 13F portfolio, value $6,466,022.

    13F-HR 0001398344-25-001378 filed by Alaska Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Alaska Permanent Capital Management, LLC: 198 shares
    • Alaska Wealth Advisors, LLC: 65,467 shares

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

  8. period ended2024-09-30
    13F 116,512 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $11,951,795.

    13F-HR 0001398344-24-019929 filed by Alaska Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Alaska Permanent Capital Management, LLC: 198 shares
    • Alaska Wealth Advisors, LLC: 116,314 shares

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