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Elwood & Goetz Wealth Advisory Group, LLC: XSOE position timeline

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

Elwood & Goetz Wealth Advisory Group, LLC held 194,788 XSOE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 194,788 shares
    Change vs previous 13F -424,287 shares

    1.42% of the 13F portfolio, value $9,579,661.

    13F-HR 0001752758-26-000006 filed by Elwood & Goetz Wealth Advisory Group, 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 619,075 shares
    Change vs previous 13F +10,861 shares

    4.21% of the 13F portfolio, value $24,824,922.

    13F-HR 0001752758-26-000003 filed by Elwood & Goetz Wealth Advisory Group, 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 608,214 shares
    Change vs previous 13F +14,814 shares

    4.17% of the 13F portfolio, value $23,732,521.

    13F-HR 0001752758-26-000001 filed by Elwood & Goetz Wealth Advisory Group, 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 593,400 shares
    Change vs previous 13F +22,519 shares

    4.32% of the 13F portfolio, value $22,513,600.

    13F-HR 0001752758-25-000003 filed by Elwood & Goetz Wealth Advisory Group, 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 570,881 shares
    Change vs previous 13F +2,360 shares

    4.25% of the 13F portfolio, value $19,683,980.

    13F-HR 0001085146-25-003958 filed by Elwood & Goetz Wealth Advisory Group, 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 568,521 shares
    Change vs previous 13F +18,197 shares

    4.29% of the 13F portfolio, value $17,550,240.

    13F-HR 0001085146-25-002242 filed by Elwood & Goetz Wealth Advisory Group, 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 550,324 shares
    Change vs previous 13F +24,529 shares

    4.09% of the 13F portfolio, value $16,773,873.

    13F-HR 0001085146-25-000728 filed by Elwood & Goetz Wealth Advisory Group, 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 525,795 shares
    Change vs previous 13F not available

    4.3% of the 13F portfolio, value $17,367,019.

    13F-HR 0001085146-24-005099 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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