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Grove Street Fiduciary, LLC: XSOE position timeline

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

Grove Street Fiduciary, LLC held 10,073 XSOE 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 10,073 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $471,920.

    13F-HR 0002054682-26-000005 filed by Grove Street Fiduciary, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,073 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $495,390.

    13F-HR 0002054682-26-000003 filed by Grove Street Fiduciary, 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 10,073 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $403,927.

    13F-HR 0002054682-26-000002 filed by Grove Street Fiduciary, 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 10,073 shares
    Change vs previous 13F -3,428 shares

    0.16% of the 13F portfolio, value $393,048.

    13F-HR 0002054682-26-000001 filed by Grove Street Fiduciary, 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 13,501 shares
    Change vs previous 13F -13,714 shares

    0.24% of the 13F portfolio, value $512,228.

    13F-HR 0002054682-25-000006 filed by Grove Street Fiduciary, 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 27,215 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $938,373.

    13F-HR 0002054682-25-000005 filed by Grove Street Fiduciary, 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 27,215 shares
    Change vs previous 13F -3,421 shares

    0.43% of the 13F portfolio, value $840,127.

    13F-HR 0002054682-25-000003 filed by Grove Street Fiduciary, 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 30,636 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $933,785.

    13F-HR 0002054682-25-000001 filed by Grove Street Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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