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Goldstein Advisors, LLC: XSOE position timeline

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

Goldstein Advisors, LLC held 226,328 XSOE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 226,328 shares
    Change vs previous 13F -4,012 shares

    1.02% of the 13F portfolio, value $11,130,811.

    13F-HR 0001172661-26-002693 filed by Goldstein Advisors, 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 230,340 shares
    Change vs previous 13F +2,291 shares

    1.03% of the 13F portfolio, value $9,236,634.

    13F-HR 0001172661-26-001553 filed by Goldstein Advisors, 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 228,049 shares
    Change vs previous 13F +1,675 shares

    1.01% of the 13F portfolio, value $8,898,472.

    13F-HR 0001172661-26-000596 filed by Goldstein Advisors, 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 226,374 shares
    Change vs previous 13F +2,863 shares

    1.04% of the 13F portfolio, value $8,588,630.

    13F-HR 0001172661-25-004337 filed by Goldstein Advisors, 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 223,511 shares
    Change vs previous 13F -1,572 shares

    1.04% of the 13F portfolio, value $7,706,659.

    13F-HR 0001172661-25-002781 filed by Goldstein Advisors, 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 225,083 shares
    Change vs previous 13F +21,624 shares

    1.02% of the 13F portfolio, value $6,948,312.

    13F-HR 0001172661-25-001539 filed by Goldstein Advisors, 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 203,459 shares
    Change vs previous 13F +10,024 shares

    0.9% of the 13F portfolio, value $6,201,430.

    13F-HR 0001172661-25-000256 filed by Goldstein Advisors, 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 193,435 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $6,389,158.

    13F-HR 0001172661-24-004345 filed by Goldstein Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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