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Disclosery

Balboa Wealth Partners: XLG position timeline

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

Balboa Wealth Partners held 8,991 XLG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,991 shares
    Change vs previous 13F -696 shares

    0.07% of the 13F portfolio, value $550,519.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 9,687 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $528,426.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 9,687 shares
    Change vs previous 13F -125 shares

    0.09% of the 13F portfolio, value $574,245.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 9,812 shares
    Change vs previous 13F +152 shares

    0.1% of the 13F portfolio, value $564,386.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 9,660 shares
    Change vs previous 13F +210 shares

    0.1% of the 13F portfolio, value $503,286.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 9,450 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $434,889.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 9,450 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $472,122.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 9,450 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $449,159.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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