Position in XZO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$218,847
New position
Shares Held
14,918
first reported quarter
Ownership
0.017%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026WEALTHEDGE INVESTMENT ADVISORS, LLC holds $1,703,327 across 1 Insurance - Diversified name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
3,404 | $1,703,327 |
All Filings in XZO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $218,847 | 14,918 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||