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49 WEALTH MANAGEMENT, LLC: XSVM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 49 WEALTH MANAGEMENT, LLC on XSVM, newest first. How the timeline and the estimate are built.

49 WEALTH MANAGEMENT, LLC held 0 XSVM shares at 2025-06-30 per its 13F-HR filed 2025-08-07.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -8,781 shares

    13F-HR 0001104659-25-075156 filed by 49 WEALTH MANAGEMENT, LLC
    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 ended2025-03-31
    13F 8,781 shares
    Change vs previous 13F -5,786 shares

    0.05% of the 13F portfolio, value $440,818.

    13F-HR 0001104659-25-041965 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 14,567 shares
    Change vs previous 13F -6,657 shares

    0.11% of the 13F portfolio, value $793,614.

    13F-HR 0001104659-25-014408 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 21,224 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,167,103.

    13F-HR 0001104659-24-116419 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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