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Advisory Resource Group: XISE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Resource Group on XISE, newest first. How the timeline and the estimate are built.

Advisory Resource Group held 138,505 XISE shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,505 shares
    Change vs previous 13F -1,319 shares

    0.63% of the 13F portfolio, value $4,220,940.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 139,824 shares
    Change vs previous 13F -1,129 shares

    0.72% of the 13F portfolio, value $4,190,441.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 140,953 shares
    Change vs previous 13F +4,893 shares

    0.75% of the 13F portfolio, value $4,284,985.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 136,060 shares
    Change vs previous 13F +19,697 shares

    0.74% of the 13F portfolio, value $4,112,332.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 116,363 shares
    Change vs previous 13F +46 shares

    0.68% of the 13F portfolio, value $3,541,904.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    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 116,317 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $3,495,419.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    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 116,317 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $3,522,661.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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