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Disclosery

Nvest Financial, LLC: XSMO position timeline

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

Nvest Financial, LLC held 55,243 XSMO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,243 shares
    Change vs previous 13F +1,327 shares

    1.64% of the 13F portfolio, value $5,172,429.

    13F-HR 0001951757-26-001090 filed by Nvest Financial, 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 53,916 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $4,098,662.

    13F-HR 0001951757-26-000748 filed by Nvest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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