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Disclosery

Cassilly Financial Group LLC: XLG position timeline

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

Cassilly Financial Group LLC held 0 XLG shares at 2026-06-30 per its 13F-HR/A filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 0 shares
    Change vs previous 13F -29,287 shares

    13F-HR/A 0002090777-26-000005 filed by Cassilly Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 29,287 shares
    Change vs previous 13F +276 shares

    1.39% of the 13F portfolio, value $1,597,606.

    13F-HR 0002090777-26-000003 filed by Cassilly Financial Group 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 29,011 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $1,719,772.

    13F-HR 0002090777-26-000002 filed by Cassilly Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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