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MARSHALL INVESTMENT MANAGEMENT, LLC: XSMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARSHALL INVESTMENT MANAGEMENT, LLC on XSMO, newest first. How the timeline and the estimate are built.

MARSHALL INVESTMENT MANAGEMENT, LLC held 24,849 XSMO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,849 shares
    Change vs previous 13F -1,307 shares

    0.97% of the 13F portfolio, value $2,326,622.

    13F-HR 0001420506-26-001782 filed by MARSHALL INVESTMENT MANAGEMENT, 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 26,156 shares
    Change vs previous 13F -1,110 shares

    0.95% of the 13F portfolio, value $1,988,380.

    13F-HR 0001420506-26-000857 filed by MARSHALL INVESTMENT MANAGEMENT, 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 27,266 shares
    Change vs previous 13F -1,359 shares

    0.99% of the 13F portfolio, value $1,963,421.

    13F-HR 0001420506-26-000223 filed by MARSHALL INVESTMENT MANAGEMENT, 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 28,625 shares
    Change vs previous 13F +28,625 shares

    1.11% of the 13F portfolio, value $2,105,946.

    13F-HR 0001420506-25-003216 filed by MARSHALL INVESTMENT MANAGEMENT, 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 0 shares
    Change vs previous 13F -31,289 shares

    13F-HR 0001420506-25-001991 filed by MARSHALL INVESTMENT MANAGEMENT, 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.

  6. period ended2025-03-31
    13F 31,289 shares
    Change vs previous 13F -2,320 shares

    1.22% of the 13F portfolio, value $1,963,418.

    13F-HR 0001420506-25-000926 filed by MARSHALL INVESTMENT MANAGEMENT, 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 33,609 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $2,224,580.

    13F-HR 0001986152-25-000015 filed by MARSHALL INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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