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Steward Partners Investment Advisory, LLC: XSMO position timeline

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

Steward Partners Investment Advisory, LLC held 12,955 XSMO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,955 shares
    Change vs previous 13F -1,164 shares

    0.01% of the 13F portfolio, value $1,212,991.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 14,119 shares
    Change vs previous 13F -12,708 shares

    0.01% of the 13F portfolio, value $1,073,306.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 26,827 shares
    Change vs previous 13F -2,327 shares

    0.01% of the 13F portfolio, value $1,931,814.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 29,154 shares
    Change vs previous 13F +13,441 shares

    0.01% of the 13F portfolio, value $2,144,859.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 15,713 shares
    Change vs previous 13F +13,335 shares

    0.01% of the 13F portfolio, value $1,068,832.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 2,378 shares
    Change vs previous 13F -484,922 shares

    <0.01% of the 13F portfolio, value $149,220.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 487,300 shares
    Change vs previous 13F +6,037 shares

    0.29% of the 13F portfolio, value $32,215,389.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 481,263 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $31,854,798.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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