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Per Stirling Capital Management, LLC.: XSOE position timeline

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

Per Stirling Capital Management, LLC. held 25,662 XSOE 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 25,662 shares
    Change vs previous 13F -13,979 shares

    0.12% of the 13F portfolio, value $1,262,068.

    13F-HR 0001689933-26-000005 filed by Per Stirling Capital 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 39,641 shares
    Change vs previous 13F -407 shares

    0.18% of the 13F portfolio, value $1,589,585.

    13F-HR 0001689933-26-000003 filed by Per Stirling Capital 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 40,048 shares
    Change vs previous 13F +702 shares

    0.18% of the 13F portfolio, value $1,562,684.

    13F-HR 0001689933-26-000001 filed by Per Stirling Capital 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 39,346 shares
    Change vs previous 13F +1,818 shares

    0.18% of the 13F portfolio, value $1,492,806.

    13F-HR 0001689933-25-000006 filed by Per Stirling Capital 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 37,528 shares
    Change vs previous 13F -301 shares

    0.17% of the 13F portfolio, value $1,293,967.

    13F-HR 0001689933-25-000004 filed by Per Stirling Capital Management, 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 37,829 shares
    Change vs previous 13F +3,069 shares

    0.17% of the 13F portfolio, value $1,167,787.

    13F-HR 0001689933-25-000003 filed by Per Stirling Capital 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 34,760 shares
    Change vs previous 13F +6,736 shares

    0.15% of the 13F portfolio, value $1,059,477.

    13F-HR 0001689933-25-000002 filed by Per Stirling Capital Management, 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 28,024 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $925,621.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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