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Disclosery

J. W. Coons Advisors, LLC: XSW position timeline

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

J. W. Coons Advisors, LLC held 6,730 XSW shares at 2025-06-30 per its 13F-HR filed 2025-08-05.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 6,730 shares
    Change vs previous 13F +35 shares

    0.29% of the 13F portfolio, value $1,277,504.

    13F-HR 0001765380-25-000287 filed by J. W. Coons 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 ended2025-03-31
    13F 6,695 shares
    Change vs previous 13F +200 shares

    0.28% of the 13F portfolio, value $1,070,273.

    13F-HR 0001765380-25-000170 filed by J. W. Coons 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 ended2024-12-31
    13F 6,495 shares
    Change vs previous 13F -220 shares

    0.32% of the 13F portfolio, value $1,227,304.

    13F-HR 0001765380-25-000034 filed by J. W. Coons 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 ended2024-09-30
    13F 6,715 shares
    Change vs previous 13F +90 shares

    0.27% of the 13F portfolio, value $1,079,032.

    13F-HR 0001765380-24-000409 filed by J. W. Coons 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 ended2024-06-30
    13F 6,625 shares
    Change vs previous 13F +880 shares

    0.24% of the 13F portfolio, value $1,001,133.

    13F-HR 0001765380-24-000246 filed by J. W. Coons 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 ended2024-03-31
    13F 5,745 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $896,169.

    13F-HR 0001765380-24-000199 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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