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Disclosery

Strategic Equity Management: XMLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Equity Management on XMLV, newest first. How the timeline and the estimate are built.

Strategic Equity Management held 4,934 XMLV 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 4,934 shares
    Change vs previous 13F -858 shares

    0.11% of the 13F portfolio, value $327,272.

    13F-HR 0001843578-26-000005 filed by Strategic Equity Management
    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 5,792 shares
    Change vs previous 13F -6,468 shares

    0.14% of the 13F portfolio, value $364,722.

    13F-HR 0001843578-26-000003 filed by Strategic Equity Management
    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 12,260 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $764,629.

    13F-HR 0001843578-26-000001 filed by Strategic Equity Management
    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 12,260 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $779,246.

    13F-HR 0001843578-25-000008 filed by Strategic Equity Management
    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 12,260 shares
    Change vs previous 13F +1,543 shares

    0.28% of the 13F portfolio, value $756,074.

    13F-HR 0001843578-25-000006 filed by Strategic Equity Management
    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 10,717 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $661,453.

    13F-HR 0001843578-25-000003 filed by Strategic Equity Management
    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 10,717 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $651,808.

    13F-HR 0001843578-25-000002 filed by Strategic Equity Management
    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 10,717 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $654,166.

    13F-HR 0001843578-24-000006 filed by Strategic Equity Management
    Filed (acceptance time not in the bulk data set), ingested

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