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SFI Advisors, LLC: XSMO position timeline

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

SFI Advisors, LLC held 15,838 XSMO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,838 shares
    Change vs previous 13F -176 shares

    1.28% of the 13F portfolio, value $1,482,912.

    13F-HR 0001172661-26-002831 filed by SFI 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 16,014 shares
    Change vs previous 13F -9,784 shares

    1.28% of the 13F portfolio, value $1,217,384.

    13F-HR 0001172661-26-001600 filed by SFI 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 25,798 shares
    Change vs previous 13F -857 shares

    1.19% of the 13F portfolio, value $1,857,714.

    13F-HR 0001172661-26-000605 filed by SFI 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 26,655 shares
    Change vs previous 13F -970 shares

    1.25% of the 13F portfolio, value $1,961,008.

    13F-HR 0001172661-25-004481 filed by SFI 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 27,625 shares
    Change vs previous 13F +7,415 shares

    1.3% of the 13F portfolio, value $1,879,053.

    13F-HR 0001172661-25-003026 filed by SFI Advisors, LLC
    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 20,210 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,268,178.

    13F-HR 0001172661-25-001778 filed by SFI Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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