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NewEdge Advisors, LLC: XSMO position timeline

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

NewEdge Advisors, LLC held 31,122 XSMO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,122 shares
    Change vs previous 13F +8,578 shares

    0.01% of the 13F portfolio, value $2,913,984.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 22,544 shares
    Change vs previous 13F -60,300 shares

    0.01% of the 13F portfolio, value $1,713,774.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 82,844 shares
    Change vs previous 13F -7,552 shares

    0.02% of the 13F portfolio, value $5,965,582.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 90,396 shares
    Change vs previous 13F +4,419 shares

    0.03% of the 13F portfolio, value $6,650,419.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 85,977 shares
    Change vs previous 13F -7,945 shares

    0.03% of the 13F portfolio, value $5,848,143.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 93,922 shares
    Change vs previous 13F +44,923 shares

    0.04% of the 13F portfolio, value $5,893,634.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 48,999 shares
    Change vs previous 13F +17,864 shares

    0.02% of the 13F portfolio, value $3,239,289.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 31,135 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,060,834.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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