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Bestgate Wealth Advisors, LLC: XSVM position timeline

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

Bestgate Wealth Advisors, LLC held 66,155 XSVM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 66,155 shares
    Change vs previous 13F +41,880 shares

    2.73% of the 13F portfolio, value $4,306,679.

    13F-HR 0002055670-26-000006 filed by Bestgate Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,275 shares
    Change vs previous 13F -62 shares

    2.69% of the 13F portfolio, value $1,689,316.

    13F-HR 0002055670-26-000003 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 24,337 shares
    Change vs previous 13F -7,240 shares

    2.65% of the 13F portfolio, value $1,466,535.

    13F-HR 0002055670-26-000002 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 31,577 shares
    Change vs previous 13F +146 shares

    3.17% of the 13F portfolio, value $1,804,306.

    13F-HR 0002055670-26-000001 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 31,431 shares
    Change vs previous 13F +1,746 shares

    3.13% of the 13F portfolio, value $1,774,589.

    13F-HR 0002055670-25-000006 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 29,685 shares
    Change vs previous 13F 0 shares

    3.09% of the 13F portfolio, value $1,490,187.

    13F-HR 0002055670-25-000004 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 29,685 shares
    Change vs previous 13F +1,423 shares

    3.09% of the 13F portfolio, value $1,490,187.

    13F-HR 0002055670-25-000003 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 28,262 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $1,539,714.

    13F-HR 0002055670-25-000001 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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