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Disclosery

SENTINEL WEALTH MANAGEMENT, INC.: XSOE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SENTINEL WEALTH MANAGEMENT, INC. on XSOE, newest first. How the timeline and the estimate are built.

SENTINEL WEALTH MANAGEMENT, INC. held 120,549 XSOE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,549 shares
    Change vs previous 13F +1,889 shares

    4.18% of the 13F portfolio, value $5,928,600.

    13F-HR 0001929328-26-000008 filed by SENTINEL WEALTH MANAGEMENT, 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 118,660 shares
    Change vs previous 13F +2,982 shares

    3.81% of the 13F portfolio, value $4,758,266.

    13F-HR 0001929328-26-000006 filed by SENTINEL WEALTH MANAGEMENT, 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 115,678 shares
    Change vs previous 13F +6,107 shares

    3.74% of the 13F portfolio, value $4,513,756.

    13F-HR 0001929328-26-000004 filed by SENTINEL WEALTH MANAGEMENT, 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 109,571 shares
    Change vs previous 13F +9,122 shares

    3.61% of the 13F portfolio, value $4,157,124.

    13F-HR 0001929328-25-000007 filed by SENTINEL WEALTH MANAGEMENT, 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/A 100,449 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $3,463,482.

    13F-HR/A 0001929328-26-000005 filed by SENTINEL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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