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Disclosery

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT: XLG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT on XLG, newest first. How the timeline and the estimate are built.

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT held 4,215 XLG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,215 shares
    Change vs previous 13F -790 shares

    0.07% of the 13F portfolio, value $258,084.

    13F-HR 0001214659-26-008871 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    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 5,005 shares
    Change vs previous 13F -176 shares

    0.09% of the 13F portfolio, value $273,023.

    13F-HR 0001214659-26-005467 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 5,181 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $307,130.

    13F-HR 0001214659-26-000861 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    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 5,181 shares
    Change vs previous 13F -1,562 shares

    0.11% of the 13F portfolio, value $298,011.

    13F-HR 0001214659-25-015511 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    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 6,743 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $351,310.

    13F-HR 0001214659-25-010956 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    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 6,743 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $309,167.

    13F-HR 0001214659-25-007390 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 6,743 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $336,880.

    13F-HR 0001214659-25-000551 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    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 6,743 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $320,495.

    13F-HR 0001214659-24-017369 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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