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Disclosery

Bogart Wealth, LLC: XLG position timeline

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

Bogart Wealth, LLC held 1,120,730 XLG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,120,730 shares
    Change vs previous 13F +21,606 shares

    2.35% of the 13F portfolio, value $68,622,328.

    13F-HR 0001715740-26-000004 filed by Bogart Wealth, 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 1,099,124 shares
    Change vs previous 13F +24,787 shares

    2.31% of the 13F portfolio, value $59,957,195.

    13F-HR 0001715740-26-000003 filed by Bogart Wealth, 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 1,074,337 shares
    Change vs previous 13F -5,384 shares

    2.56% of the 13F portfolio, value $63,686,721.

    13F-HR 0001715740-26-000002 filed by Bogart Wealth, 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 1,079,721 shares
    Change vs previous 13F -4,797 shares

    2.52% of the 13F portfolio, value $62,105,574.

    13F-HR 0001715740-25-000009 filed by Bogart Wealth, 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 1,084,518 shares
    Change vs previous 13F +40,514 shares

    2.42% of the 13F portfolio, value $56,503,387.

    13F-HR 0001715740-25-000008 filed by Bogart Wealth, 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 1,044,004 shares
    Change vs previous 13F +1,038,148 shares

    2.27% of the 13F portfolio, value $48,045,075.

    13F-HR 0001715740-25-000005 filed by Bogart Wealth, 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 5,856 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $292,559.

    13F-HR 0001715740-25-000003 filed by Bogart Wealth, 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 5,847 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $277,911.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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