Skip to content

Beckerman Institutional, LLC: XSOE position timeline

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

Beckerman Institutional, LLC held 27,879 XSOE 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 27,879 shares
    Change vs previous 13F -412 shares

    0.65% of the 13F portfolio, value $1,370,983.

    13F-HR 0002043468-26-000003 filed by Beckerman Institutional, 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 28,291 shares
    Change vs previous 13F +1 shares

    0.6% of the 13F portfolio, value $1,134,377.

    13F-HR 0002043468-26-000002 filed by Beckerman Institutional, 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 28,290 shares
    Change vs previous 13F -297 shares

    0.62% of the 13F portfolio, value $1,103,796.

    13F-HR 0002043468-26-000001 filed by Beckerman Institutional, 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 28,587 shares
    Change vs previous 13F -891 shares

    0.64% of the 13F portfolio, value $1,084,499.

    13F-HR 0002043468-25-000006 filed by Beckerman Institutional, 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 29,478 shares
    Change vs previous 13F -64 shares

    0.67% of the 13F portfolio, value $1,016,000.

    13F-HR 0002043468-25-000004 filed by Beckerman Institutional, 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 29,542 shares
    Change vs previous 13F +163 shares

    0.66% of the 13F portfolio, value $912,000.

    13F-HR 0002043468-25-000003 filed by Beckerman Institutional, 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 29,379 shares
    Change vs previous 13F -166 shares

    0.72% of the 13F portfolio, value $895,000.

    13F-HR 0002043468-25-000001 filed by Beckerman Institutional, 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 29,545 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $976,000.

    13F-HR 0002043468-24-000001 filed by Beckerman Institutional, LLC
    Filed (acceptance time not in the bulk data set), ingested

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