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JSF Financial, LLC: XLG position timeline

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

JSF Financial, LLC held 186,891 XLG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 186,891 shares
    Change vs previous 13F +7,586 shares

    1.84% of the 13F portfolio, value $11,443,339.

    13F-HR 0001802224-26-000010 filed by JSF Financial, LLC
    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 179,305 shares
    Change vs previous 13F +13,372 shares

    1.92% of the 13F portfolio, value $9,781,094.

    13F-HR 0001802224-26-000006 filed by JSF Financial, LLC
    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 165,933 shares
    Change vs previous 13F -4,753 shares

    2.04% of the 13F portfolio, value $9,836,492.

    13F-HR 0001802224-26-000002 filed by JSF Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 170,686 shares
    Change vs previous 13F -446 shares

    2.18% of the 13F portfolio, value $9,817,864.

    13F-HR 0001802224-25-000012 filed by JSF Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 171,132 shares
    Change vs previous 13F +9,078 shares

    2.12% of the 13F portfolio, value $8,915,957.

    13F-HR 0001802224-25-000010 filed by JSF Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 162,054 shares
    Change vs previous 13F -115,888 shares

    1.97% of the 13F portfolio, value $7,457,737.

    13F-HR 0001802224-25-000005 filed by JSF Financial, LLC
    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 277,942 shares
    Change vs previous 13F +2,954 shares

    3.71% of the 13F portfolio, value $13,885,958.

    13F-HR 0001802224-25-000003 filed by JSF Financial, LLC
    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 274,988 shares
    Change vs previous 13F not available

    3.81% of the 13F portfolio, value $13,070,163.

    13F-HR 0001802224-24-000014 filed by JSF Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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