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Goodwin Investment Advisory: XLG position timeline

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

Goodwin Investment Advisory held 33,660 XLG shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,660 shares
    Change vs previous 13F 0 shares

    4.15% of the 13F portfolio, value $2,061,001.

    13F-HR 0001420506-26-001870 filed by Goodwin Investment Advisory
    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 33,660 shares
    Change vs previous 13F 0 shares

    2.19% of the 13F portfolio, value $1,836,153.

    13F-HR 0001420506-26-000952 filed by Goodwin Investment Advisory
    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 33,660 shares
    Change vs previous 13F 0 shares

    2.19% of the 13F portfolio, value $1,995,365.

    13F-HR 0001420506-26-000229 filed by Goodwin Investment Advisory
    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 33,660 shares
    Change vs previous 13F 0 shares

    2.08% of the 13F portfolio, value $1,936,123.

    13F-HR 0001420506-25-002989 filed by Goodwin Investment Advisory
    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 33,660 shares
    Change vs previous 13F -3,000 shares

    2.02% of the 13F portfolio, value $1,753,686.

    13F-HR 0001420506-25-001985 filed by Goodwin Investment Advisory
    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 36,660 shares
    Change vs previous 13F -5,907 shares

    2.62% of the 13F portfolio, value $1,687,093.

    13F-HR 0001420506-25-000882 filed by Goodwin Investment Advisory
    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 42,567 shares
    Change vs previous 13F 0 shares

    1.11% of the 13F portfolio, value $2,126,623.

    13F-HR 0001986152-25-000021 filed by Goodwin Investment Advisory
    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 42,567 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,023,187.

    13F-HR 0001986152-24-000056 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

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