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Mutual Advisors, LLC: XLG position timeline

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

Mutual Advisors, LLC held 87,793 XLG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,793 shares
    Change vs previous 13F -11,781 shares

    0.1% of the 13F portfolio, value $5,375,580.

    13F-HR 0001986152-26-000154 filed by Mutual 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 99,574 shares
    Change vs previous 13F -64,332 shares

    0.12% of the 13F portfolio, value $5,431,777.

    13F-HR 0001986152-26-000054 filed by Mutual 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 163,906 shares
    Change vs previous 13F +24,984 shares

    0.21% of the 13F portfolio, value $9,716,348.

    13F-HR 0001986152-26-000005 filed by Mutual 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 138,922 shares
    Change vs previous 13F +16,587 shares

    0.18% of the 13F portfolio, value $8,067,218.

    13F-HR 0001986152-25-000100 filed by Mutual 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 122,335 shares
    Change vs previous 13F +84,272 shares

    0.16% of the 13F portfolio, value $6,584,090.

    13F-HR 0001986152-25-000050 filed by Mutual 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 38,063 shares
    Change vs previous 13F +12,262 shares

    0.05% of the 13F portfolio, value $1,739,079.

    13F-HR 0001986152-25-000037 filed by Mutual 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 25,801 shares
    Change vs previous 13F -5,765 shares

    0.04% of the 13F portfolio, value $1,286,172.

    13F-HR 0001986152-25-000002 filed by Mutual 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 31,566 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,520,557.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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