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Disclosery

Balance Wealth Partners LLC: XLG position timeline

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

Balance Wealth Partners LLC held 38,750 XLG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,750 shares
    Change vs previous 13F -473 shares

    0.63% of the 13F portfolio, value $2,372,646.

    13F-HR 0001754960-26-000596 filed by Balance Wealth Partners 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 39,223 shares
    Change vs previous 13F -230 shares

    0.66% of the 13F portfolio, value $2,139,647.

    13F-HR 0001754960-26-000281 filed by Balance Wealth Partners 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 39,453 shares
    Change vs previous 13F +54 shares

    0.75% of the 13F portfolio, value $2,338,756.

    13F-HR 0001754960-26-000102 filed by Balance Wealth Partners 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 39,399 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $2,266,247.

    13F-HR 0001754960-25-000688 filed by Balance Wealth Partners 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 39,399 shares
    Change vs previous 13F -1,293 shares

    1.2% of the 13F portfolio, value $2,052,693.

    13F-HR 0001754960-25-000599 filed by Balance Wealth Partners 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 40,692 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $1,872,631.

    13F-HR 0001754960-25-000245 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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