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Disclosery

Laurel Wealth Planning LLC: XSVM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Laurel Wealth Planning LLC on XSVM, newest first. How the timeline and the estimate are built.

Laurel Wealth Planning LLC held 0 XSVM shares at 2025-03-31 per its 13F-HR filed 2025-04-24.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -31,429 shares

    13F-HR 0002063364-25-000031 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 31,429 shares
    Change vs previous 13F +2,870 shares

    1.1% of the 13F portfolio, value $1,712,000.

    13F-HR 0001842010-25-000002 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 28,559 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,570,000.

    13F-HR 0001842010-24-000010 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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