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Disclosery

FLP Wealth Management, LLC: XSMO position timeline

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

FLP Wealth Management, LLC held 0 XSMO shares at 2026-03-31 per its 13F-HR/A filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F/A 0 shares
    Change vs previous 13F -4,981 shares

    13F-HR/A 0001214659-26-005188 filed by FLP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F/A 4,981 shares
    Change vs previous 13F -279 shares

    0.85% of the 13F portfolio, value $358,699.

    13F-HR/A 0001214659-26-005185 filed by FLP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F/A 5,260 shares
    Change vs previous 13F -1,647 shares

    1.09% of the 13F portfolio, value $386,987.

    13F-HR/A 0001214659-25-015280 filed by FLP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 6,907 shares
    Change vs previous 13F -10,515 shares

    1.32% of the 13F portfolio, value $469,818.

    13F-HR 0001214659-25-014443 filed by FLP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 17,422 shares
    Change vs previous 13F +116 shares

    3.47% of the 13F portfolio, value $1,093,231.

    13F-HR 0001214659-25-010410 filed by FLP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 17,306 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $1,144,100.

    13F-HR 0001214659-25-010331 filed by FLP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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