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NewEdge Advisors, LLC: XLG position timeline

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

NewEdge Advisors, LLC held 200,437 XLG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 200,437 shares
    Change vs previous 13F +11,289 shares

    0.04% of the 13F portfolio, value $12,272,727.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 189,148 shares
    Change vs previous 13F -53,340 shares

    0.04% of the 13F portfolio, value $10,318,025.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 242,488 shares
    Change vs previous 13F +3,726 shares

    0.05% of the 13F portfolio, value $14,374,650.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 238,762 shares
    Change vs previous 13F +20,600 shares

    0.06% of the 13F portfolio, value $13,733,604.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 218,162 shares
    Change vs previous 13F +52,483 shares

    0.06% of the 13F portfolio, value $11,366,250.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 165,679 shares
    Change vs previous 13F +36,739 shares

    0.05% of the 13F portfolio, value $7,624,547.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 128,940 shares
    Change vs previous 13F +30,350 shares

    0.04% of the 13F portfolio, value $6,441,828.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 98,590 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,685,959.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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