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Disclosery

Smartleaf Asset Management LLC: XSOE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Smartleaf Asset Management LLC on XSOE, newest first. How the timeline and the estimate are built.

Smartleaf Asset Management LLC held 98,011 XSOE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,011 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $4,737,865.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset Management 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 98,011 shares
    Change vs previous 13F -1,068 shares

    0.14% of the 13F portfolio, value $3,788,136.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset Management 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 99,079 shares
    Change vs previous 13F +19,255 shares

    0.15% of the 13F portfolio, value $3,877,969.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset Management 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 79,824 shares
    Change vs previous 13F +2,060 shares

    0.19% of the 13F portfolio, value $3,022,966.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset Management 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 77,764 shares
    Change vs previous 13F +1,686 shares

    0.24% of the 13F portfolio, value $2,673,553.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset Management 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 76,078 shares
    Change vs previous 13F +3,388 shares

    0.23% of the 13F portfolio, value $2,355,391.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset Management LLC
    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 72,690 shares
    Change vs previous 13F +2,043 shares

    0.23% of the 13F portfolio, value $2,227,232.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset Management LLC
    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 70,647 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,366,678.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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