LOWERY THOMAS, LLC: XSMO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LOWERY THOMAS, LLC on XSMO, newest first. How the timeline and the estimate are built.
LOWERY THOMAS, LLC held 17,299 XSMO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 17,299 sharesChange vs previous 13F +833 shares
0.79% of the 13F portfolio, value $1,619,671.
13F-HR 0001951757-26-001074 filed by LOWERY THOMAS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,466 sharesChange vs previous 13F +301 shares
0.72% of the 13F portfolio, value $1,251,716.
13F-HR 0001951757-26-000843 filed by LOWERY THOMAS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,165 sharesChange vs previous 13F +467 shares
0.66% of the 13F portfolio, value $1,164,050.
13F-HR 0001951757-26-000298 filed by LOWERY THOMAS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,698 sharesChange vs previous 13F +697 shares
0.67% of the 13F portfolio, value $1,154,928.
13F-HR 0001951757-25-001359 filed by LOWERY THOMAS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,001 sharesChange vs previous 13F -1,179 shares
0.65% of the 13F portfolio, value $1,020,371.
13F-HR 0001951757-25-000896 filed by LOWERY THOMAS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,180 sharesChange vs previous 13F -69 shares
0.69% of the 13F portfolio, value $1,015,270.
13F-HR 0001951757-25-000505 filed by LOWERY THOMAS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,249 sharesChange vs previous 13F -547 shares
0.7% of the 13F portfolio, value $1,074,205.
13F-HR 0001951757-25-000206 filed by LOWERY THOMAS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 16,796 sharesChange vs previous 13F not available
0.75% of the 13F portfolio, value $1,111,728.
13F-HR 0001951757-24-001185 filed by LOWERY THOMAS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).