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River Wealth Advisors LLC: XSMO position timeline

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

River Wealth Advisors LLC held 309,168 XSMO shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 309,168 shares
    Change vs previous 13F -5,022 shares

    3.03% of the 13F portfolio, value $28,947,386.

    13F-HR/A 0001642570-26-000008 filed by River Wealth Advisors 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 314,190 shares
    Change vs previous 13F -42,439 shares

    2.74% of the 13F portfolio, value $23,884,732.

    13F-HR 0001642570-26-000005 filed by River Wealth 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 ended2025-12-31
    13F 356,629 shares
    Change vs previous 13F +19,639 shares

    2.88% of the 13F portfolio, value $25,680,864.

    13F-HR 0001642570-26-000003 filed by River Wealth Advisors 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 336,990 shares
    Change vs previous 13F +13,125 shares

    2.9% of the 13F portfolio, value $24,792,376.

    13F-HR 0001642570-25-000011 filed by River Wealth Advisors 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 323,865 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $22,029,309.

    13F-HR 0001642570-25-000009 filed by River Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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