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Lifelong Wealth Advisors, Inc.: XLG position timeline

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

Lifelong Wealth Advisors, Inc. held 6,511 XLG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,511 shares
    Change vs previous 13F -132,292 shares

    0.09% of the 13F portfolio, value $398,669.

    13F-HR 0001725547-26-000233 filed by Lifelong Wealth Advisors, Inc.
    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 138,803 shares
    Change vs previous 13F +14,671 shares

    2.02% of the 13F portfolio, value $7,571,704.

    13F-HR 0001725547-26-000133 filed by Lifelong Wealth Advisors, Inc.
    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 124,132 shares
    Change vs previous 13F +65,116 shares

    1.96% of the 13F portfolio, value $7,358,545.

    13F-HR 0001725547-26-000009 filed by Lifelong Wealth Advisors, Inc.
    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 59,016 shares
    Change vs previous 13F +7,074 shares

    1.01% of the 13F portfolio, value $3,394,600.

    13F-HR 0001725547-25-004186 filed by Lifelong Wealth Advisors, Inc.
    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 51,942 shares
    Change vs previous 13F +21,191 shares

    0.9% of the 13F portfolio, value $2,706,178.

    13F-HR 0001725547-25-003381 filed by Lifelong Wealth Advisors, Inc.
    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 30,751 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,415,161.

    13F-HR 0001725547-25-001450 filed by Lifelong Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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