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DKM Wealth Management, Inc.: XSORX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DKM Wealth Management, Inc. on XSORX, newest first. How the timeline and the estimate are built.

DKM Wealth Management, Inc. held 318,676 XSORX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 318,676 shares
    Change vs previous 13F +5,580 shares

    9.17% of the 13F portfolio, value $14,477,473.

    13F-HR 0001085146-26-000874 filed by DKM Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 313,096 shares
    Change vs previous 13F +11,647 shares

    9.41% of the 13F portfolio, value $14,393,004.

    13F-HR 0002055833-26-000006 filed by DKM Wealth Management, Inc.
    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 301,449 shares
    Change vs previous 13F +6,587 shares

    10.07% of the 13F portfolio, value $13,963,110.

    13F-HR 0002055833-26-000002 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 294,862 shares
    Change vs previous 13F +9,225 shares

    10.07% of the 13F portfolio, value $13,492,886.

    13F-HR 0002055833-26-000001 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 285,637 shares
    Change vs previous 13F +4,194 shares

    10.32% of the 13F portfolio, value $12,859,391.

    13F-HR 0001085146-25-005911 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 281,443 shares
    Change vs previous 13F +5,533 shares

    10.52% of the 13F portfolio, value $12,204,213.

    13F-HR 0001085146-25-003872 filed by DKM Wealth Management, Inc.
    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/A 275,910 shares
    Change vs previous 13F not available

    11.11% of the 13F portfolio, value $11,452,650.

    13F-HR 0001085146-25-002066 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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