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Disclosery

LGT Financial Advisors LLC: XEL position timeline

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

LGT Financial Advisors LLC held 87 XEL 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 87 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $6,958.

    13F-HR 0001398344-26-012650 filed by LGT Financial Advisors 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 86 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $6,834.

    13F-HR 0001398344-26-007386 filed by LGT Financial 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 ended2025-12-31
    13F 85 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $6,306.

    13F-HR 0001398344-26-002969 filed by LGT Financial 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 ended2025-09-30
    13F 85 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $6,838.

    13F-HR 0001398344-25-021019 filed by LGT Financial 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 ended2025-06-30
    13F 84 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $5,727.

    13F-HR 0001398344-25-014099 filed by LGT Financial 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 ended2025-03-31
    13F 83 shares
    Change vs previous 13F -265 shares

    0.02% of the 13F portfolio, value $5,906.

    13F-HR 0001398344-25-008971 filed by LGT Financial Advisors 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 348 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $23,502.

    13F-HR 0001398344-25-002937 filed by LGT Financial Advisors 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 348 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $22,707.

    13F-HR 0001398344-24-019711 filed by LGT Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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