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Cedar Wealth Management, LLC: XLG position timeline

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

Cedar Wealth Management, LLC held 588,062 XLG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 588,062 shares
    Change vs previous 13F +6,018 shares

    9.26% of the 13F portfolio, value $36,007,063.

    13F-HR 0001665642-26-000004 filed by Cedar Wealth Management, 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 582,044 shares
    Change vs previous 13F +14,391 shares

    9.24% of the 13F portfolio, value $31,750,524.

    13F-HR 0001665642-26-000003 filed by Cedar Wealth Management, 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 567,653 shares
    Change vs previous 13F +25,973 shares

    10.06% of the 13F portfolio, value $33,650,496.

    13F-HR 0001665642-26-000001 filed by Cedar Wealth Management, 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 541,680 shares
    Change vs previous 13F +64,506 shares

    9.55% of the 13F portfolio, value $31,157,421.

    13F-HR 0001665642-25-000006 filed by Cedar Wealth Management, 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 477,174 shares
    Change vs previous 13F +10,869 shares

    8.42% of the 13F portfolio, value $24,860,754.

    13F-HR 0001665642-25-000003 filed by Cedar Wealth Management, 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 466,305 shares
    Change vs previous 13F +45,878 shares

    7.63% of the 13F portfolio, value $21,459,346.

    13F-HR 0001665642-25-000002 filed by Cedar Wealth Management, 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 420,427 shares
    Change vs previous 13F +55,229 shares

    7.59% of the 13F portfolio, value $21,004,522.

    13F-HR 0001665642-25-000001 filed by Cedar Wealth Management, 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 365,198 shares
    Change vs previous 13F not available

    5.39% of the 13F portfolio, value $17,357,843.

    13F-HR 0001665642-24-000005 filed by Cedar Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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