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Disclosery

THEORY FINANCIAL LLC: XSMO position timeline

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

THEORY FINANCIAL LLC held 63,567 XSMO shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,567 shares
    Change vs previous 13F +1,574 shares

    1.88% of the 13F portfolio, value $5,951,778.

    13F-HR 0001899158-26-000003 filed by THEORY FINANCIAL 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 61,993 shares
    Change vs previous 13F +14,285 shares

    1.65% of the 13F portfolio, value $4,712,708.

    13F-HR 0001899158-26-000002 filed by THEORY FINANCIAL 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 47,708 shares
    Change vs previous 13F -3,417 shares

    1.24% of the 13F portfolio, value $3,673,039.

    13F-HR 0001899158-26-000001 filed by THEORY FINANCIAL 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 51,125 shares
    Change vs previous 13F +6,465 shares

    1.32% of the 13F portfolio, value $3,752,064.

    13F-HR 0001899158-25-000002 filed by THEORY FINANCIAL 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 44,660 shares
    Change vs previous 13F -4,839 shares

    1.15% of the 13F portfolio, value $3,036,433.

    13F-HR 0001085146-25-004772 filed by THEORY FINANCIAL 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 49,499 shares
    Change vs previous 13F +318 shares

    1.31% of the 13F portfolio, value $3,106,062.

    13F-HR 0001085146-25-002548 filed by THEORY FINANCIAL 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 49,181 shares
    Change vs previous 13F -882 shares

    1.36% of the 13F portfolio, value $3,251,356.

    13F-HR 0001085146-25-000715 filed by THEORY FINANCIAL 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 50,063 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $3,270,616.

    13F-HR 0001085146-24-005400 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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