Skip to content
Disclosery

Warren Street Wealth Advisors, LLC: XSOE position timeline

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

Warren Street Wealth Advisors, LLC held 537,433 XSOE 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 537,433 shares
    Change vs previous 13F -5,525 shares

    5.97% of the 13F portfolio, value $26,430,948.

    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 542,958 shares
    Change vs previous 13F -21,664 shares

    5.57% of the 13F portfolio, value $21,772,613.

    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 564,622 shares
    Change vs previous 13F -14,643 shares

    6.33% of the 13F portfolio, value $22,031,563.

    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 579,265 shares
    Change vs previous 13F -2,918 shares

    6.59% of the 13F portfolio, value $21,977,300.

    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 582,183 shares
    Change vs previous 13F +37,876 shares

    6.66% of the 13F portfolio, value $20,073,669.

    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 544,307 shares
    Change vs previous 13F +32,567 shares

    6.58% of the 13F portfolio, value $16,802,761.

    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 511,740 shares
    Change vs previous 13F +13,274 shares

    6.4% of the 13F portfolio, value $15,597,832.

    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 498,466 shares
    Change vs previous 13F not available

    6.82% of the 13F portfolio, value $16,464,315.

    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).