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Disclosery

AMERICAN FINANCIAL & TAX STRATEGIES INC: XSOE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AMERICAN FINANCIAL & TAX STRATEGIES INC on XSOE, newest first. How the timeline and the estimate are built.

AMERICAN FINANCIAL & TAX STRATEGIES INC held 243,709 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 243,709 shares
    Change vs previous 13F -1,541 shares

    5.41% of the 13F portfolio, value $11,985,630.

    13F-HR 0000911927-26-000003 filed by AMERICAN FINANCIAL & TAX STRATEGIES 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 245,250 shares
    Change vs previous 13F -5,586 shares

    4.78% of the 13F portfolio, value $9,834,533.

    13F-HR 0000911927-26-000002 filed by AMERICAN FINANCIAL & TAX STRATEGIES 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 250,836 shares
    Change vs previous 13F -9,762 shares

    4.88% of the 13F portfolio, value $9,787,640.

    13F-HR 0000911927-26-000001 filed by AMERICAN FINANCIAL & TAX STRATEGIES 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 260,598 shares
    Change vs previous 13F -14,112 shares

    4.93% of the 13F portfolio, value $9,887,083.

    13F-HR 0000911927-25-000006 filed by AMERICAN FINANCIAL & TAX STRATEGIES 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 274,710 shares
    Change vs previous 13F -8,216 shares

    4.89% of the 13F portfolio, value $9,472,000.

    13F-HR 0000911927-25-000003 filed by AMERICAN FINANCIAL & TAX STRATEGIES 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 282,926 shares
    Change vs previous 13F -15,004 shares

    4.7% of the 13F portfolio, value $8,733,915.

    13F-HR 0000911927-25-000002 filed by AMERICAN FINANCIAL & TAX STRATEGIES 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 297,930 shares
    Change vs previous 13F +3,712 shares

    4.71% of the 13F portfolio, value $9,080,898.

    13F-HR 0000911927-25-000001 filed by AMERICAN FINANCIAL & TAX STRATEGIES 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 294,218 shares
    Change vs previous 13F not available

    4.93% of the 13F portfolio, value $9,718,016.

    13F-HR 0000911927-24-000007 filed by AMERICAN FINANCIAL & TAX STRATEGIES INC
    Filed (acceptance time not in the bulk data set), ingested

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