XOSWW β€” XOS INC

Ownership history in Ullmann Wealth Partners Group, LLC  Β·  6 quarters on record

AI Ownership Summary

Ullmann Wealth Partners Group, LLC reported XOS INC (XOSWW) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q4. The latest visible filing shows XOSWW at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XOSWW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ullmann Wealth Partners Group, LLC's position in XOS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XOSWW was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ullmann Wealth Partners Group, LLC held XOSWW β€” position size vs. price
% of Fund (quarterly)    XOSWW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 12,048 β€” 0% 0.00% $117 2026-02-14 (Est.) β€”
2025 Q2 UNCHANGED 12,048 β€” 0% 0.00% $116 2025-07-11 β€”
2025 Q1 UNCHANGED 12,048 β€” 0% 0.00% $112 2025-04-11 β€”
2024 Q4 UNCHANGED 12,048 β€” 0% 0.00% $77 2025-01-15 β€”
2024 Q3 UNCHANGED 12,048 β€” 0% 0.00% $283 2024-10-15 β€”
2024 Q2 INITIATED 12,048 β€” β€” 0.00% $266 2024-08-08 β€”

FAQ About Ullmann Wealth Partners Group, LLC and XOSWW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ullmann Wealth Partners Group, LLC reported owning XOSWW?

Ullmann Wealth Partners Group, LLC reported XOSWW across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported XOSWW position in Ullmann Wealth Partners Group, LLC's portfolio?

The largest reported portfolio weight for XOSWW was 0.00% in 2024 Q2.

What is the latest reported XOSWW position on this page?

The most recent filing on this page is 2025 Q4, when Ullmann Wealth Partners Group, LLC reported 12,048 shares, equal to 0.00% of portfolio, with an estimated market value of $117.

What does the chart on this XOSWW ownership page compare?

The chart compares Ullmann Wealth Partners Group, LLC's quarterly XOSWW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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