Merriman Wealth Management, LLC: XSMO position timeline

Merriman Wealth Management, LLC held 12,089 XSMO shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 12,089 shares

   Change vs previous 13F -827 shares

   0.03% of the 13F portfolio, value $799,204.

   13F-HR 0001765380-25-000101 filed by Merriman Wealth Management, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F 12,916 shares

   Change vs previous 13F -1,501 shares

   0.03% of the 13F portfolio, value $854,911.

   13F-HR 0001765380-24-000420 filed by Merriman Wealth Management, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 14,417 shares

   Change vs previous 13F -289 shares

   0.04% of the 13F portfolio, value $865,741.

   13F-HR 0001765380-24-000334 filed by Merriman Wealth Management, LLC
   Filed 2024-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F 14,706 shares

   Change vs previous 13F -612 shares

   0.04% of the 13F portfolio, value $887,066.

   13F-HR 0001765380-24-000221 filed by Merriman Wealth Management, LLC
   Filed 2024-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 15,318 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $867,856.

   13F-HR 0001765380-24-000123 filed by Merriman Wealth Management, LLC
   Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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