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Forvis Mazars Wealth Advisors, LLC: XLG position timeline

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

Forvis Mazars Wealth Advisors, LLC held 13,896 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 13,896 shares
    Change vs previous 13F +400 shares

    0.01% of the 13F portfolio, value $883,925.

    13F-HR 0001352864-26-000014 filed by Forvis Mazars Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,496 shares
    Change vs previous 13F +1,000 shares

    0.01% of the 13F portfolio, value $826,361.

    13F-HR 0001352864-26-000006 filed by Forvis Mazars Wealth Advisors, 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 12,496 shares
    Change vs previous 13F +65 shares

    0.01% of the 13F portfolio, value $681,657.

    13F-HR 0001352864-26-000002 filed by Forvis Mazars Wealth Advisors, 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 12,431 shares
    Change vs previous 13F -156 shares

    0.01% of the 13F portfolio, value $736,910.

    13F-HR 0001352864-26-000001 filed by Forvis Mazars Wealth Advisors, 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 12,587 shares
    Change vs previous 13F +4,487 shares

    0.01% of the 13F portfolio, value $724,005.

    13F-HR 0001352864-25-000006 filed by Forvis Mazars Wealth Advisors, 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 8,100 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $422,010.

    13F-HR 0001085146-25-004245 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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