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Savvy Advisors, Inc.: XCEM position timeline

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

Savvy Advisors, Inc. held 317,166 XCEM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 317,166 shares
    Change vs previous 13F -21,952 shares

    0.36% of the 13F portfolio, value $16,771,739.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 339,118 shares
    Change vs previous 13F -52,237 shares

    0.37% of the 13F portfolio, value $13,839,398.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 391,355 shares
    Change vs previous 13F +97,456 shares

    0.49% of the 13F portfolio, value $15,012,371.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 293,899 shares
    Change vs previous 13F +57,202 shares

    0.49% of the 13F portfolio, value $10,677,345.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 236,697 shares
    Change vs previous 13F -4,919 shares

    0.54% of the 13F portfolio, value $8,090,298.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 241,616 shares
    Change vs previous 13F +116,620 shares

    0.72% of the 13F portfolio, value $7,136,130.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    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 124,996 shares
    Change vs previous 13F +31,200 shares

    0.44% of the 13F portfolio, value $3,699,881.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
    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 93,796 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $3,064,315.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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