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
- period ended2026-06-3013F/A 309,168 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 314,190 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 356,629 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 336,990 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 323,865 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).