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Clearstead Advisors, LLC: XLG position timeline

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

Clearstead Advisors, LLC held 865,654 XLG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 865,654 shares
    Change vs previous 13F -9,185 shares

    0.5% of the 13F portfolio, value $53,004,000.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 874,839 shares
    Change vs previous 13F -12,040 shares

    0.44% of the 13F portfolio, value $47,722,442.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 886,879 shares
    Change vs previous 13F -9,746 shares

    0.66% of the 13F portfolio, value $52,574,176.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 896,625 shares
    Change vs previous 13F -20,332 shares

    0.75% of the 13F portfolio, value $51,573,897.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 916,957 shares
    Change vs previous 13F -19,524 shares

    0.67% of the 13F portfolio, value $47,773,479.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 936,481 shares
    Change vs previous 13F -43,427 shares

    0.67% of the 13F portfolio, value $43,096,869.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 979,908 shares
    Change vs previous 13F -16,201 shares

    0.75% of the 13F portfolio, value $48,956,184.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 996,109 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $47,345,046.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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