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Disclosery

M3 Advisory Group, LLC: XSD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M3 Advisory Group, LLC on XSD, newest first. How the timeline and the estimate are built.

M3 Advisory Group, LLC held 2,028 XSD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,028 shares
    Change vs previous 13F +11 shares

    0.66% of the 13F portfolio, value $1,264,868.

    13F-HR 0001951757-26-001045 filed by M3 Advisory Group, 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 2,017 shares
    Change vs previous 13F +18 shares

    0.41% of the 13F portfolio, value $657,770.

    13F-HR 0001951757-26-000697 filed by M3 Advisory Group, 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 1,999 shares
    Change vs previous 13F +69 shares

    0.39% of the 13F portfolio, value $642,842.

    13F-HR 0001951757-26-000209 filed by M3 Advisory Group, 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 1,930 shares
    Change vs previous 13F +45 shares

    0.38% of the 13F portfolio, value $615,840.

    13F-HR 0001951757-25-001363 filed by M3 Advisory Group, 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 1,885 shares
    Change vs previous 13F -172 shares

    0.33% of the 13F portfolio, value $483,455.

    13F-HR 0001951757-25-000967 filed by M3 Advisory Group, 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 2,057 shares
    Change vs previous 13F -20 shares

    0.33% of the 13F portfolio, value $412,974.

    13F-HR 0001951757-25-000419 filed by M3 Advisory Group, 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 2,077 shares
    Change vs previous 13F +8 shares

    0.37% of the 13F portfolio, value $515,989.

    13F-HR 0001951757-25-000083 filed by M3 Advisory Group, 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 2,069 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $497,024.

    13F-HR 0001951757-24-001062 filed by M3 Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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