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PMG Family Office LLC: XYLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PMG Family Office LLC on XYLD, newest first. How the timeline and the estimate are built.

PMG Family Office LLC held 35,689 XYLD 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 35,689 shares
    Change vs previous 13F +991 shares

    1.34% of the 13F portfolio, value $1,455,754.

    13F-HR 0002085853-26-000755 filed by PMG Family Office 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 34,698 shares
    Change vs previous 13F +1,365 shares

    1.52% of the 13F portfolio, value $1,357,733.

    13F-HR 0002085853-26-000402 filed by PMG Family Office 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 33,333 shares
    Change vs previous 13F -5,281 shares

    1.57% of the 13F portfolio, value $1,354,320.

    13F-HR 0002085853-26-000120 filed by PMG Family Office 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 38,614 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $1,515,986.

    13F-HR 0002085853-25-000311 filed by PMG Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

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