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Disclosery

Opulen Financial Group LLC: XSOE position timeline

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

Opulen Financial Group LLC held 14,636 XSOE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,636 shares
    Change vs previous 13F -741 shares

    0.45% of the 13F portfolio, value $719,780.

    13F-HR 0002055099-26-000003 filed by Opulen Financial 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 15,377 shares
    Change vs previous 13F +251 shares

    0.43% of the 13F portfolio, value $616,638.

    13F-HR 0002055099-26-000002 filed by Opulen Financial 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 15,126 shares
    Change vs previous 13F -916 shares

    0.43% of the 13F portfolio, value $590,217.

    13F-HR 0002055099-26-000001 filed by Opulen Financial 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 16,042 shares
    Change vs previous 13F +23 shares

    0.46% of the 13F portfolio, value $608,639.

    13F-HR 0002055099-25-000010 filed by Opulen Financial 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 16,019 shares
    Change vs previous 13F -287 shares

    0.45% of the 13F portfolio, value $552,321.

    13F-HR 0002055099-25-000004 filed by Opulen Financial 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 16,306 shares
    Change vs previous 13F +563 shares

    0.46% of the 13F portfolio, value $503,361.

    13F-HR 0002055099-25-000002 filed by Opulen Financial 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 15,743 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $479,853.

    13F-HR 0002055099-25-000001 filed by Opulen Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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