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PMG Wealth Management, Inc.: XLG position timeline

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

PMG Wealth Management, Inc. held 125,829 XLG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,829 shares
    Change vs previous 13F -509 shares

    4.76% of the 13F portfolio, value $7,704,502.

    13F-HR 0001214659-26-009603 filed by PMG Wealth Management, Inc.
    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 126,338 shares
    Change vs previous 13F -105,172 shares

    4.97% of the 13F portfolio, value $6,891,727.

    13F-HR 0001214659-26-004768 filed by PMG Wealth Management, Inc.
    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 231,510 shares
    Change vs previous 13F +588 shares

    10.06% of the 13F portfolio, value $13,723,942.

    13F-HR 0001214659-26-000777 filed by PMG Wealth Management, Inc.
    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 230,922 shares
    Change vs previous 13F +594 shares

    10.07% of the 13F portfolio, value $13,224,877.

    13F-HR 0001214659-25-015655 filed by PMG Wealth Management, Inc.
    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 230,328 shares
    Change vs previous 13F +4,391 shares

    9.9% of the 13F portfolio, value $12,000,070.

    13F-HR 0001214659-25-010490 filed by PMG Wealth Management, Inc.
    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 225,937 shares
    Change vs previous 13F +233 shares

    11.04% of the 13F portfolio, value $10,397,600.

    13F-HR 0001214659-25-005623 filed by PMG Wealth Management, Inc.
    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 225,704 shares
    Change vs previous 13F not available

    10.27% of the 13F portfolio, value $11,276,147.

    13F-HR 0001214659-25-001715 filed by PMG Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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