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Disclosery

PFS Partners, LLC: XSEP position timeline

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

PFS Partners, LLC held 7,349 XSEP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,349 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $326,333.

    13F-HR 0002002654-26-000003 filed by PFS Partners, 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 7,349 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $307,807.

    13F-HR 0002002654-26-000002 filed by PFS Partners, 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 7,349 shares
    Change vs previous 13F +2,188 shares

    0.14% of the 13F portfolio, value $311,486.

    13F-HR 0002002654-26-000001 filed by PFS Partners, 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 5,161 shares
    Change vs previous 13F +1,344 shares

    0.1% of the 13F portfolio, value $214,667.

    13F-HR 0002002654-25-000006 filed by PFS Partners, 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 3,817 shares
    Change vs previous 13F +433 shares

    0.08% of the 13F portfolio, value $155,004.

    13F-HR 0002002654-25-000004 filed by PFS Partners, 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 3,384 shares
    Change vs previous 13F +131 shares

    0.07% of the 13F portfolio, value $130,846.

    13F-HR 0002002654-25-000003 filed by PFS Partners, 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 3,253 shares
    Change vs previous 13F +1,137 shares

    0.07% of the 13F portfolio, value $126,564.

    13F-HR 0002002654-25-000001 filed by PFS Partners, 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 2,116 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $81,184.

    13F-HR 0002002654-24-000005 filed by PFS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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