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Demars Financial Group, LLC: XLG position timeline

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

Demars Financial Group, LLC held 776,421 XLG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 776,421 shares
    Change vs previous 13F +1,377 shares

    13.17% of the 13F portfolio, value $47,540,250.

    13F-HR 0001723115-26-000004 filed by Demars Financial Group, 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 775,044 shares
    Change vs previous 13F -20,054 shares

    13.92% of the 13F portfolio, value $42,278,669.

    13F-HR 0001723115-26-000003 filed by Demars 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 795,098 shares
    Change vs previous 13F +27,593 shares

    15.77% of the 13F portfolio, value $47,133,384.

    13F-HR 0001723115-26-000001 filed by Demars Financial Group, 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 767,505 shares
    Change vs previous 13F +29,058 shares

    15.29% of the 13F portfolio, value $44,146,878.

    13F-HR 0001723115-25-000007 filed by Demars Financial Group, 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 738,447 shares
    Change vs previous 13F -27,338,615 shares

    14.78% of the 13F portfolio, value $38,473,084.

    13F-HR 0001723115-25-000004 filed by Demars Financial Group, 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 28,077,062 shares
    Change vs previous 13F -326,082 shares

    13F-HR 0001723115-25-000003 filed by Demars Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

  7. period ended2024-12-31
    13F 28,403,144 shares
    Change vs previous 13F +27,932,132 shares

    13F-HR 0001723115-25-000002 filed by Demars Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

  8. period ended2024-09-30
    13F 471,012 shares
    Change vs previous 13F not available

    10.21% of the 13F portfolio, value $22,387,190.

    13F-HR 0001723115-24-000009 filed by Demars Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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