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Disclosery

Beacon Financial Advisory LLC: XLG position timeline

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

Beacon Financial Advisory LLC held 9,255 XLG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,255 shares
    Change vs previous 13F +2 shares

    0.11% of the 13F portfolio, value $566,688.

    13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory 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 9,253 shares
    Change vs previous 13F -16,460 shares

    0.11% of the 13F portfolio, value $504,764.

    13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory 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 25,713 shares
    Change vs previous 13F +1,602 shares

    0.35% of the 13F portfolio, value $1,524,243.

    13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory 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 24,111 shares
    Change vs previous 13F +11,585 shares

    0.32% of the 13F portfolio, value $1,386,870.

    13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory 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 12,526 shares
    Change vs previous 13F +4,331 shares

    0.17% of the 13F portfolio, value $652,586.

    13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory 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 8,195 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $377,125.

    13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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