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Authentikos Wealth Advisory, LLC: XUSP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Authentikos Wealth Advisory, LLC on XUSP, newest first. How the timeline and the estimate are built.

Authentikos Wealth Advisory, LLC held 22,209 XUSP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,209 shares
    Change vs previous 13F -2,508 shares

    0.75% of the 13F portfolio, value $1,169,526.

    13F-HR 0001967054-26-000006 filed by Authentikos Wealth Advisory, 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 24,717 shares
    Change vs previous 13F -61,350 shares

    0.74% of the 13F portfolio, value $1,091,380.

    13F-HR 0001967054-26-000005 filed by Authentikos Wealth Advisory, 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 86,067 shares
    Change vs previous 13F -4,391 shares

    2.7% of the 13F portfolio, value $4,087,916.

    13F-HR 0001967054-26-000001 filed by Authentikos Wealth Advisory, 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/A 90,458 shares
    Change vs previous 13F +90,458 shares

    2.78% of the 13F portfolio, value $4,204,922.

    13F-HR/A 0001967054-26-000004 filed by Authentikos Wealth Advisory, 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/A 0 shares
    Change vs previous 13F -219,981 shares

    13F-HR/A 0001967054-26-000003 filed by Authentikos Wealth Advisory, 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.

  6. period ended2025-03-31
    13F/A 219,981 shares
    Change vs previous 13F +50,691 shares

    6.42% of the 13F portfolio, value $8,214,641.

    13F-HR/A 0001967054-26-000002 filed by Authentikos Wealth Advisory, LLC
    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 169,290 shares
    Change vs previous 13F -5,415 shares

    6.72% of the 13F portfolio, value $6,798,839.

    13F-HR 0001967054-25-000001 filed by Authentikos Wealth Advisory, LLC
    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 174,705 shares
    Change vs previous 13F not available

    6.65% of the 13F portfolio, value $6,909,251.

    13F-HR 0001967054-24-000004 filed by Authentikos Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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