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PFG Advisors: XLG position timeline

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

PFG Advisors held 17,563 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 17,563 shares
    Change vs previous 13F -91,927 shares

    0.05% of the 13F portfolio, value $1,075,394.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 109,490 shares
    Change vs previous 13F -148,841 shares

    0.29% of the 13F portfolio, value $5,972,697.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 258,331 shares
    Change vs previous 13F +49,165 shares

    0.74% of the 13F portfolio, value $15,313,863.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 209,166 shares
    Change vs previous 13F +153,876 shares

    0.49% of the 13F portfolio, value $12,031,216.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 55,290 shares
    Change vs previous 13F +5,422 shares

    0.13% of the 13F portfolio, value $2,880,622.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 49,868 shares
    Change vs previous 13F -112,117 shares

    0.13% of the 13F portfolio, value $2,294,941.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 161,985 shares
    Change vs previous 13F +155,520 shares

    0.5% of the 13F portfolio, value $8,092,789.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 6,465 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $307,300.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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