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Disclosery

Clark Wealth Partners: XSMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clark Wealth Partners on XSMO, newest first. How the timeline and the estimate are built.

Clark Wealth Partners held 179,445 XSMO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 179,445 shares
    Change vs previous 13F -8,174 shares

    9.49% of the 13F portfolio, value $16,801,473.

    13F-HR 0002107657-26-000007 filed by Clark Wealth Partners
    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 187,619 shares
    Change vs previous 13F -33,191 shares

    9.58% of the 13F portfolio, value $14,262,791.

    13F-HR 0002107657-26-000006 filed by Clark Wealth Partners
    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 220,810 shares
    Change vs previous 13F 0 shares

    9.69% of the 13F portfolio, value $15,900,552.

    13F-HR 0002107657-26-000005 filed by Clark Wealth Partners
    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 220,810 shares
    Change vs previous 13F -32,211 shares

    9.69% of the 13F portfolio, value $15,900,552.

    13F-HR 0002107657-26-000004 filed by Clark Wealth Partners
    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 253,021 shares
    Change vs previous 13F +252,374 shares

    11.61% of the 13F portfolio, value $17,210,499.

    13F-HR 0002107657-26-000003 filed by Clark Wealth Partners
    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 647 shares
    Change vs previous 13F +16 shares

    0.03% of the 13F portfolio, value $40,580.

    13F-HR 0002107657-26-000002 filed by Clark Wealth Partners
    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 631 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $41,742.

    13F-HR 0002107657-26-000001 filed by Clark Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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