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TSA Wealth Managment LLC: XTEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TSA Wealth Managment LLC on XTEN, newest first. How the timeline and the estimate are built.

TSA Wealth Managment LLC held 144,708 XTEN 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 144,708 shares
    Change vs previous 13F +27,106 shares

    1.87% of the 13F portfolio, value $6,595,791.

    13F-HR 0001963669-26-000003 filed by TSA Wealth Managment 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 117,602 shares
    Change vs previous 13F -1,375 shares

    1.74% of the 13F portfolio, value $5,393,228.

    13F-HR 0001963669-26-000002 filed by TSA Wealth Managment 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 118,977 shares
    Change vs previous 13F -36,222 shares

    1.82% of the 13F portfolio, value $5,499,117.

    13F-HR 0001963669-26-000001 filed by TSA Wealth Managment 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 155,199 shares
    Change vs previous 13F +10,696 shares

    2.46% of the 13F portfolio, value $7,236,929.

    13F-HR 0001963669-25-000006 filed by TSA Wealth Managment 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 144,503 shares
    Change vs previous 13F +4,419 shares

    2.44% of the 13F portfolio, value $6,670,258.

    13F-HR 0001963669-25-000003 filed by TSA Wealth Managment 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 140,084 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $6,523,712.

    13F-HR 0001963669-25-000002 filed by TSA Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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