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Disclosery

Rise Advisors, LLC: XSOE position timeline

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

Rise Advisors, LLC held 0 XSOE shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -122,855 shares

    13F-HR 0001831316-25-000005 filed by Rise Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 122,855 shares
    Change vs previous 13F -8,704 shares

    1.8% of the 13F portfolio, value $3,744,620.

    13F-HR 0001831316-25-000001 filed by Rise Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 131,559 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $4,345,405.

    13F-HR 0001831316-24-000004 filed by Rise Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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