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Successful Portfolios LLC: XAODX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Successful Portfolios LLC on XAODX, newest first. How the timeline and the estimate are built.

Successful Portfolios LLC held 18,588 XAODX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,588 shares
    Change vs previous 13F -11 shares

    0.09% of the 13F portfolio, value $188,935.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,599 shares
    Change vs previous 13F -940 shares

    0.09% of the 13F portfolio, value $193,268.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 19,539 shares
    Change vs previous 13F +52 shares

    0.1% of the 13F portfolio, value $173,502.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 19,487 shares
    Change vs previous 13F +42 shares

    0.1% of the 13F portfolio, value $194,281.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 19,445 shares
    Change vs previous 13F -4,952 shares

    0.11% of the 13F portfolio, value $183,949.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 24,397 shares
    Change vs previous 13F +46 shares

    0.13% of the 13F portfolio, value $216,161.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 24,351 shares
    Change vs previous 13F +54 shares

    0.14% of the 13F portfolio, value $204,302.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 24,297 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $204,340.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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