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Diligent Investors, LLC: XAUG position timeline

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

Diligent Investors, LLC held 36,954 XAUG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,954 shares
    Change vs previous 13F -1,861 shares

    0.32% of the 13F portfolio, value $1,444,528.

    13F-HR 0001549042-26-000003 filed by Diligent Investors, 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 38,815 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,440,805.

    13F-HR 0001549042-26-000002 filed by Diligent Investors, 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 38,815 shares
    Change vs previous 13F -200 shares

    0.36% of the 13F portfolio, value $1,453,071.

    13F-HR 0001549042-26-000001 filed by Diligent Investors, 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 39,015 shares
    Change vs previous 13F +11,055 shares

    0.36% of the 13F portfolio, value $1,433,630.

    13F-HR 0001549042-25-000002 filed by Diligent Investors, 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 27,960 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $998,768.

    13F-HR 0001085146-25-004025 filed by Diligent Investors, 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 27,960 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $953,436.

    13F-HR 0001085146-25-002036 filed by Diligent Investors, 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 27,960 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $956,050.

    13F-HR 0001085146-25-001488 filed by Diligent Investors, 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 27,960 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $943,370.

    13F-HR 0001085146-24-005295 filed by Diligent Investors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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