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Disclosery

Focus Partners Wealth: XSMO position timeline

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

Focus Partners Wealth held 7,070 XSMO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,070 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $661,972.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 7,066 shares
    Change vs previous 13F -277 shares

    <0.01% of the 13F portfolio, value $537,182.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 7,343 shares
    Change vs previous 13F +1,636 shares

    <0.01% of the 13F portfolio, value $528,770.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 5,707 shares
    Change vs previous 13F +979 shares

    <0.01% of the 13F portfolio, value $419,864.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 4,728 shares
    Change vs previous 13F -3,854 shares

    <0.01% of the 13F portfolio, value $321,598.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 8,582 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $538,521.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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