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Disclosery

AE Wealth Management LLC: XLG position timeline

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

AE Wealth Management LLC held 83,108 XLG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,108 shares
    Change vs previous 13F +59,846 shares

    0.02% of the 13F portfolio, value $5,088,703.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management 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 23,262 shares
    Change vs previous 13F -230,344 shares

    0.01% of the 13F portfolio, value $1,268,952.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management 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 253,606 shares
    Change vs previous 13F +52,918 shares

    0.09% of the 13F portfolio, value $15,033,740.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management 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 200,688 shares
    Change vs previous 13F +74,259 shares

    0.07% of the 13F portfolio, value $11,543,546.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management 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 126,429 shares
    Change vs previous 13F +52,645 shares

    0.05% of the 13F portfolio, value $6,586,953.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management 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 73,784 shares
    Change vs previous 13F +61,113 shares

    0.03% of the 13F portfolio, value $3,395,542.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management 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 12,671 shares
    Change vs previous 13F +3,097 shares

    0.01% of the 13F portfolio, value $633,043.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management 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 9,574 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $455,052.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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