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Altman Advisors, Inc.: XSVM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Altman Advisors, Inc. on XSVM, newest first. How the timeline and the estimate are built.

Altman Advisors, Inc. held 139,180 XSVM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,180 shares
    Change vs previous 13F -815 shares

    3.48% of the 13F portfolio, value $9,685,564.

    13F-HR 0001731671-26-000003 filed by Altman Advisors, Inc.
    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 139,995 shares
    Change vs previous 13F +2,934 shares

    3.5% of the 13F portfolio, value $8,436,099.

    13F-HR 0001731671-26-000002 filed by Altman Advisors, Inc.
    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 137,061 shares
    Change vs previous 13F +13,197 shares

    2.95% of the 13F portfolio, value $7,831,666.

    13F-HR 0001731671-26-000001 filed by Altman Advisors, Inc.
    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/A 123,864 shares
    Change vs previous 13F +36,417 shares

    2.68% of the 13F portfolio, value $6,993,361.

    13F-HR/A 0001731671-25-000003 filed by Altman Advisors, Inc.
    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 87,447 shares
    Change vs previous 13F +2,373 shares

    1.9% of the 13F portfolio, value $4,660,925.

    13F-HR 0001085146-25-004680 filed by Altman Advisors, Inc.
    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 85,074 shares
    Change vs previous 13F +2,934 shares

    1.9% of the 13F portfolio, value $4,122,686.

    13F-HR 0001085146-25-002563 filed by Altman Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 82,140 shares
    Change vs previous 13F +1,400 shares

    1.91% of the 13F portfolio, value $4,474,987.

    13F-HR 0001085146-25-001263 filed by Altman Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 80,740 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $4,439,893.

    13F-HR 0001085146-24-005473 filed by Altman Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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