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Disclosery

LOWERY THOMAS, LLC: XSVM position timeline

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

LOWERY THOMAS, LLC held 26,088 XSVM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,088 shares
    Change vs previous 13F +104 shares

    0.89% of the 13F portfolio, value $1,815,441.

    13F-HR 0001951757-26-001074 filed by LOWERY THOMAS, 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 25,984 shares
    Change vs previous 13F +314 shares

    0.9% of the 13F portfolio, value $1,565,797.

    13F-HR 0001951757-26-000843 filed by LOWERY THOMAS, 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 25,670 shares
    Change vs previous 13F +303 shares

    0.83% of the 13F portfolio, value $1,466,788.

    13F-HR 0001951757-26-000298 filed by LOWERY THOMAS, 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 25,367 shares
    Change vs previous 13F +1,055 shares

    0.83% of the 13F portfolio, value $1,432,219.

    13F-HR 0001951757-25-001359 filed by LOWERY THOMAS, 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 24,312 shares
    Change vs previous 13F +136 shares

    0.81% of the 13F portfolio, value $1,263,999.

    13F-HR 0001951757-25-000896 filed by LOWERY THOMAS, 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 24,176 shares
    Change vs previous 13F -238 shares

    0.83% of the 13F portfolio, value $1,213,649.

    13F-HR 0001951757-25-000505 filed by LOWERY THOMAS, 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 24,414 shares
    Change vs previous 13F +1,112 shares

    0.87% of the 13F portfolio, value $1,330,061.

    13F-HR 0001951757-25-000206 filed by LOWERY THOMAS, 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 23,302 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,281,388.

    13F-HR 0001951757-24-001185 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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