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Disclosery

XPONANCE LLC: WSO position timeline

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

XPONANCE LLC held 6,437 WSO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,437 shares
    Change vs previous 13F +26 shares

    0.02% of the 13F portfolio, value $2,682,491.

    13F-HR 0001172661-26-003213 filed by XPONANCE 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 6,411 shares
    Change vs previous 13F +969 shares

    0.02% of the 13F portfolio, value $2,332,258.

    13F-HR 0001172661-26-001769 filed by XPONANCE 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 5,442 shares
    Change vs previous 13F -631 shares

    0.01% of the 13F portfolio, value $1,833,682.

    13F-HR 0001172661-26-000638 filed by XPONANCE 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 6,073 shares
    Change vs previous 13F +78 shares

    0.02% of the 13F portfolio, value $2,455,314.

    13F-HR 0001637541-25-000003 filed by XPONANCE 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 5,995 shares
    Change vs previous 13F +10 shares

    0.02% of the 13F portfolio, value $2,647,512.

    13F-HR 0001085146-25-005124 filed by XPONANCE 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 5,985 shares
    Change vs previous 13F +72 shares

    0.03% of the 13F portfolio, value $3,042,176.

    13F-HR 0001085146-25-002511 filed by XPONANCE 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 5,913 shares
    Change vs previous 13F +536 shares

    0.03% of the 13F portfolio, value $2,802,112.

    13F-HR 0001085146-25-000963 filed by XPONANCE 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 5,377 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,644,839.

    13F-HR 0001085146-24-005499 filed by XPONANCE LLC
    Filed (acceptance time not in the bulk data set), ingested

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