Back to XFLT
HALBERT HARGROVE GLOBAL ADVISORS, LLC → XFLT
HALBERT HARGROVE GLOBAL ADVISORS, LLC XFLT Position History
XAI Floating Rate & Alternative Income Trust • Financial Services
Quarters held
4
Latest value
$38K
Q3 2026
Peak value
$48K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $48K |
| Q1 2026 | $34K |
| Q2 2026 | $35K |
| Q3 2026 | $38K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $38K | 2.0K | — | — |
| Q2 2026 | $35K | 2.0K | — | — |
| Q1 2026 | $34K | 2.0K | — | — |
| Q4 2025 | $48K | 10.0K | — | — |
Other funds holding XFLT
$9.3M
$8.9M
$6.4M
$5.2M
$4.8M
$4.8M
$4.7M