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Cresta Advisors, Ltd.: XLG position timeline

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

Cresta Advisors, Ltd. held 52,247 XLG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,247 shares
    Change vs previous 13F +2,655 shares

    1.15% of the 13F portfolio, value $3,199,084.

    13F-HR 0001754960-26-000608 filed by Cresta Advisors, Ltd.
    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 49,592 shares
    Change vs previous 13F -114 shares

    1.11% of the 13F portfolio, value $2,705,244.

    13F-HR 0001754960-26-000325 filed by Cresta Advisors, Ltd.
    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 49,706 shares
    Change vs previous 13F +1,161 shares

    1.24% of the 13F portfolio, value $2,946,572.

    13F-HR 0001754960-26-000142 filed by Cresta Advisors, Ltd.
    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 48,545 shares
    Change vs previous 13F +980 shares

    1.25% of the 13F portfolio, value $2,792,309.

    13F-HR 0001754960-25-000705 filed by Cresta Advisors, Ltd.
    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 47,565 shares
    Change vs previous 13F -6,252 shares

    1.21% of the 13F portfolio, value $2,478,137.

    13F-HR 0001754960-25-000405 filed by Cresta Advisors, Ltd.
    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 53,817 shares
    Change vs previous 13F -8,742 shares

    1.28% of the 13F portfolio, value $2,476,659.

    13F-HR 0001754960-25-000290 filed by Cresta Advisors, Ltd.
    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 62,559 shares
    Change vs previous 13F 0 shares

    1.55% of the 13F portfolio, value $2,973,430.

    13F-HR 0001754960-25-000090 filed by Cresta Advisors, Ltd.
    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 62,559 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $2,973,430.

    13F-HR 0001754960-24-000578 filed by Cresta Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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