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Financial Advocates Investment Management: XLG position timeline

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

Financial Advocates Investment Management held 80,409 XLG shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 80,409 shares
    Change vs previous 13F -6,554 shares

    2.6% of the 13F portfolio, value $4,625,128.

    13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 86,963 shares
    Change vs previous 13F -103,642 shares

    0.37% of the 13F portfolio, value $4,530,753.

    13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 190,605 shares
    Change vs previous 13F -25,759 shares

    0.62% of the 13F portfolio, value $8,771,655.

    13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 216,364 shares
    Change vs previous 13F +38,870 shares

    0.62% of the 13F portfolio, value $10,809,532.

    13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 177,494 shares
    Change vs previous 13F -18,597 shares

    0.48% of the 13F portfolio, value $8,465,654.

    13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 196,091 shares
    Change vs previous 13F +49,185 shares

    0.56% of the 13F portfolio, value $8,971,195.

    13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 146,906 shares
    Change vs previous 13F +48,051 shares

    0.36% of the 13F portfolio, value $6,185,056.

    13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 98,855 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,725,416.

    13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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