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Disclosery

Sound Financial Strategies Group, LLC: XME position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sound Financial Strategies Group, LLC on XME, newest first. How the timeline and the estimate are built.

Sound Financial Strategies Group, LLC held 4,591 XME 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 4,591 shares
    Change vs previous 13F +150 shares

    0.31% of the 13F portfolio, value $490,916.

    13F-HR 0001398344-26-013883 filed by Sound Financial Strategies Group, 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 4,441 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $479,672.

    13F-HR 0001398344-26-008764 filed by Sound Financial Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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