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Disclosery

Peterson Wealth Services: XSMO position timeline

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

Peterson Wealth Services held 11,090 XSMO 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 11,090 shares
    Change vs previous 13F +1,439 shares

    0.23% of the 13F portfolio, value $1,038,395.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    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 9,651 shares
    Change vs previous 13F +1,383 shares

    0.18% of the 13F portfolio, value $733,667.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    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 8,268 shares
    Change vs previous 13F +6,893 shares

    0.15% of the 13F portfolio, value $595,384.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    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 1,375 shares
    Change vs previous 13F -5,449 shares

    0.14% of the 13F portfolio, value $503,549.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    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 6,824 shares
    Change vs previous 13F +134 shares

    0.13% of the 13F portfolio, value $464,139.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    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 6,690 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $419,774.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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