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Independent Advisor Alliance: XSMO position timeline

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

Independent Advisor Alliance held 11,720 XSMO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,720 shares
    Change vs previous 13F -75,821 shares

    0.03% of the 13F portfolio, value $1,097,386.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 87,541 shares
    Change vs previous 13F +77,670 shares

    0.07% of the 13F portfolio, value $6,654,870.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 9,871 shares
    Change vs previous 13F -241 shares

    0.02% of the 13F portfolio, value $710,778.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 10,112 shares
    Change vs previous 13F +1,616 shares

    0.02% of the 13F portfolio, value $743,913.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 8,496 shares
    Change vs previous 13F +4,782 shares

    0.02% of the 13F portfolio, value $577,919.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 3,714 shares
    Change vs previous 13F -37,062 shares

    0.01% of the 13F portfolio, value $233,044.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 40,776 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,695,710.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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