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INVENIO WEALTH PARTNERS LLC: XSOE position timeline

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

INVENIO WEALTH PARTNERS LLC held 249,481 XSOE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 249,481 shares
    Change vs previous 13F -61 shares

    4.39% of the 13F portfolio, value $12,269,476.

    13F-HR 0001989341-26-000004 filed by INVENIO WEALTH PARTNERS 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 249,542 shares
    Change vs previous 13F +45,647 shares

    3.97% of the 13F portfolio, value $10,006,634.

    13F-HR 0001989341-26-000003 filed by INVENIO WEALTH PARTNERS 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 203,895 shares
    Change vs previous 13F +2,103 shares

    2.96% of the 13F portfolio, value $7,955,983.

    13F-HR 0001989341-26-000002 filed by INVENIO WEALTH PARTNERS 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 201,792 shares
    Change vs previous 13F -9,923 shares

    2.79% of the 13F portfolio, value $7,655,988.

    13F-HR 0001989341-25-000004 filed by INVENIO WEALTH PARTNERS 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 211,715 shares
    Change vs previous 13F -16,066 shares

    2.9% of the 13F portfolio, value $7,299,933.

    13F-HR 0001988408-25-000009 filed by INVENIO WEALTH PARTNERS 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 227,781 shares
    Change vs previous 13F -47,911 shares

    2.95% of the 13F portfolio, value $7,031,599.

    13F-HR 0001982776-25-000004 filed by INVENIO WEALTH PARTNERS 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 275,692 shares
    Change vs previous 13F +16,777 shares

    3.52% of the 13F portfolio, value $8,403,092.

    13F-HR 0001989341-25-000001 filed by INVENIO WEALTH PARTNERS 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 258,915 shares
    Change vs previous 13F not available

    3.7% of the 13F portfolio, value $8,551,963.

    13F-HR 0001989341-24-000005 filed by INVENIO WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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