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SoundView Advisors Inc.: XCEM position timeline

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

SoundView Advisors Inc. held 58,049 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 58,049 shares
    Change vs previous 13F +1,066 shares

    1% of the 13F portfolio, value $3,069,000.

    13F-HR 0002054083-26-000003 filed by SoundView 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 56,983 shares
    Change vs previous 13F -586 shares

    0.83% of the 13F portfolio, value $2,325,000.

    13F-HR 0002054083-26-000002 filed by SoundView 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 57,569 shares
    Change vs previous 13F +4,539 shares

    0.77% of the 13F portfolio, value $2,208,000.

    13F-HR 0002054083-26-000001 filed by SoundView 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 53,030 shares
    Change vs previous 13F +5,488 shares

    0.66% of the 13F portfolio, value $1,926,000.

    13F-HR 0002054083-25-000002 filed by SoundView 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 47,542 shares
    Change vs previous 13F +431 shares

    0.6% of the 13F portfolio, value $1,624,000.

    13F-HR 0001908380-25-000007 filed by SoundView 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 47,111 shares
    Change vs previous 13F +1,330 shares

    0.57% of the 13F portfolio, value $1,391,000.

    13F-HR 0001842974-25-000008 filed by SoundView 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 45,781 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,355,000.

    13F-HR 0001800586-25-000002 filed by SoundView Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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