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Warren Street Wealth Advisors, LLC: XONE position timeline

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

Warren Street Wealth Advisors, LLC held 125,987 XONE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,987 shares
    Change vs previous 13F +11,114 shares

    1.4% of the 13F portfolio, value $6,219,971.

    13F-HR 0002085853-26-000803 filed by Warren Street Wealth Advisors, 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 114,873 shares
    Change vs previous 13F -3,032 shares

    1.46% of the 13F portfolio, value $5,688,514.

    13F-HR 0002085853-26-000398 filed by Warren Street Wealth Advisors, 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 117,905 shares
    Change vs previous 13F +12,457 shares

    1.68% of the 13F portfolio, value $5,840,441.

    13F-HR 0002085853-26-000146 filed by Warren Street Wealth Advisors, 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 105,448 shares
    Change vs previous 13F +12,017 shares

    1.57% of the 13F portfolio, value $5,236,568.

    13F-HR 0002085853-25-000113 filed by Warren Street Wealth Advisors, 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 93,431 shares
    Change vs previous 13F +12,452 shares

    1.54% of the 13F portfolio, value $4,636,981.

    13F-HR 0001667731-25-000879 filed by Warren Street Wealth Advisors, 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 80,979 shares
    Change vs previous 13F +9,409 shares

    1.58% of the 13F portfolio, value $4,026,276.

    13F-HR 0001667731-25-000406 filed by Warren Street Wealth Advisors, 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 71,570 shares
    Change vs previous 13F +223 shares

    1.46% of the 13F portfolio, value $3,545,578.

    13F-HR 0001667731-25-000165 filed by Warren Street Wealth Advisors, 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 71,347 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $3,563,069.

    13F-HR 0001703496-24-000005 filed by Warren Street Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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