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Disclosery

Fiduciary Alliance LLC: XSMO position timeline

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

Fiduciary Alliance LLC held 72,024 XSMO 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 72,024 shares
    Change vs previous 13F +8,063 shares

    0.44% of the 13F portfolio, value $5,875,737.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 63,961 shares
    Change vs previous 13F +1,675 shares

    0.4% of the 13F portfolio, value $5,988,147.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 62,286 shares
    Change vs previous 13F -2,376 shares

    0.31% of the 13F portfolio, value $5,148,585.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 64,662 shares
    Change vs previous 13F +2,625 shares

    0.3% of the 13F portfolio, value $4,656,326.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 62,037 shares
    Change vs previous 13F -16,463 shares

    0.31% of the 13F portfolio, value $4,564,093.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 78,500 shares
    Change vs previous 13F +13,018 shares

    0.4% of the 13F portfolio, value $5,339,588.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 65,482 shares
    Change vs previous 13F +33,537 shares

    0.4% of the 13F portfolio, value $4,108,968.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 31,945 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,111,879.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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