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Algorithmic Investment Models, LLC: XSOE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Algorithmic Investment Models, LLC on XSOE, newest first. How the timeline and the estimate are built.

Algorithmic Investment Models, LLC held 90,817 XSOE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,817 shares
    Change vs previous 13F -8,857 shares

    5.17% of the 13F portfolio, value $4,466,365.

    13F-HR 0001172661-26-003158 filed by Algorithmic Investment Models, 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 99,674 shares
    Change vs previous 13F -5,351 shares

    4.93% of the 13F portfolio, value $3,996,911.

    13F-HR 0001172661-26-001908 filed by Algorithmic Investment Models, 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 105,025 shares
    Change vs previous 13F -2,666 shares

    5.05% of the 13F portfolio, value $4,098,079.

    13F-HR 0001172661-26-000565 filed by Algorithmic Investment Models, 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 107,691 shares
    Change vs previous 13F -12,038 shares

    2.71% of the 13F portfolio, value $4,085,802.

    13F-HR 0001172661-25-004663 filed by Algorithmic Investment Models, 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 119,729 shares
    Change vs previous 13F +17,451 shares

    2.82% of the 13F portfolio, value $4,128,265.

    13F-HR 0001172661-25-002991 filed by Algorithmic Investment Models, 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 102,278 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $3,157,322.

    13F-HR 0001172661-25-002032 filed by Algorithmic Investment Models, LLC
    Filed (acceptance time not in the bulk data set), ingested

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