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Mayflower Financial Advisors, LLC: XLG position timeline

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

Mayflower Financial Advisors, LLC held 17,466 XLG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,466 shares
    Change vs previous 13F -1,759 shares

    0.09% of the 13F portfolio, value $1,069,443.

    13F-HR 0001951757-26-000942 filed by Mayflower 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 19,225 shares
    Change vs previous 13F -138,768 shares

    0.13% of the 13F portfolio, value $1,048,709.

    13F-HR 0001951757-26-000724 filed by Mayflower 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 157,993 shares
    Change vs previous 13F +6,758 shares

    1.13% of the 13F portfolio, value $9,365,809.

    13F-HR 0001951757-26-000054 filed by Mayflower 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 151,235 shares
    Change vs previous 13F +84,147 shares

    1.09% of the 13F portfolio, value $8,699,037.

    13F-HR 0001951757-25-001150 filed by Mayflower 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 67,088 shares
    Change vs previous 13F +32,001 shares

    0.49% of the 13F portfolio, value $3,495,285.

    13F-HR 0001951757-25-001017 filed by Mayflower 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 35,087 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,614,704.

    13F-HR 0001951757-25-000501 filed by Mayflower Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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