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Disclosery

Fiduciary Alliance LLC: XLG position timeline

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

Fiduciary Alliance LLC held 4,104 XLG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,104 shares
    Change vs previous 13F -204 shares

    0.02% of the 13F portfolio, value $261,024.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,308 shares
    Change vs previous 13F -298 shares

    0.02% of the 13F portfolio, value $263,764.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,606 shares
    Change vs previous 13F -2,089 shares

    0.02% of the 13F portfolio, value $272,927.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,695 shares
    Change vs previous 13F +917 shares

    0.03% of the 13F portfolio, value $396,874.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,778 shares
    Change vs previous 13F -422 shares

    0.02% of the 13F portfolio, value $332,331.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,200 shares
    Change vs previous 13F +1,443 shares

    0.02% of the 13F portfolio, value $322,997.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,757 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $218,909.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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