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Focus Partners Wealth: XMHQ position timeline

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

Focus Partners Wealth held 427,132 XMHQ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 427,132 shares
    Change vs previous 13F -19,600 shares

    0.04% of the 13F portfolio, value $48,214,747.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 420,269 shares
    • Focus Partners Advisor Solutions, LLC: 6,863 shares

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

  2. period ended2026-03-31
    13F 446,732 shares
    Change vs previous 13F -10,864 shares

    0.05% of the 13F portfolio, value $46,178,807.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 440,978 shares
    • Focus Partners Advisor Solutions, LLC: 5,754 shares

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

  3. period ended2025-12-31
    13F 457,596 shares
    Change vs previous 13F -2,490 shares

    0.05% of the 13F portfolio, value $47,590,238.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 451,830 shares
    • Focus Partners Advisor Solutions, LLC: 5,766 shares

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

  4. period ended2025-09-30
    13F 460,086 shares
    Change vs previous 13F +27,032 shares

    0.07% of the 13F portfolio, value $48,283,382.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 455,761 shares
    • Focus Partners Advisor Solutions, LLC: 4,325 shares

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

  5. period ended2025-06-30
    13F 433,054 shares
    Change vs previous 13F +1,712 shares

    0.08% of the 13F portfolio, value $42,543,232.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 430,956 shares
    • Focus Partners Advisor Solutions, LLC: 2,098 shares

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

  6. period ended2025-03-31
    13F/A 431,342 shares
    Change vs previous 13F -3,355 shares

    0.07% of the 13F portfolio, value $33,561,656.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 428,064 shares
    • Focus Partners Advisor Solutions, LLC: 3,278 shares

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

  7. period ended2024-12-31
    13F/A 434,697 shares
    Change vs previous 13F +77,772 shares

    0.1% of the 13F portfolio, value $42,804,763.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 432,118 shares
    • Focus Partners Advisor Solutions, LLC: 2,579 shares

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

  8. period ended2024-09-30
    13F 356,925 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $46,613,583.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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