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Disclosery

Green Ridge Wealth Planning LLC: XLG position timeline

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

Green Ridge Wealth Planning LLC held 220,635 XLG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 220,635 shares
    Change vs previous 13F -8,084 shares

    5.63% of the 13F portfolio, value $14,034,623.

    13F-HR 0002085853-26-001104 filed by Green Ridge Wealth Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 228,719 shares
    Change vs previous 13F +6,514 shares

    5.89% of the 13F portfolio, value $14,004,450.

    13F-HR 0002085853-26-000649 filed by Green Ridge Wealth Planning 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 222,205 shares
    Change vs previous 13F +6,581 shares

    6.38% of the 13F portfolio, value $12,121,306.

    13F-HR 0002085853-26-000332 filed by Green Ridge Wealth Planning 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 215,624 shares
    Change vs previous 13F not available

    6.54% of the 13F portfolio, value $12,782,198.

    13F-HR 0002085853-26-000297 filed by Green Ridge Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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