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POM Investment Strategies, LLC: XLG position timeline

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

POM Investment Strategies, LLC held 3,730 XLG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,730 shares
    Change vs previous 13F -374 shares

    0.26% of the 13F portfolio, value $228,388.

    13F-HR 0001906322-26-000003 filed by POM Investment Strategies, 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 4,104 shares
    Change vs previous 13F -253,991 shares

    0.28% of the 13F portfolio, value $223,857.

    13F-HR 0001906322-26-000002 filed by POM Investment Strategies, 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 258,095 shares
    Change vs previous 13F +11,303 shares

    7.87% of the 13F portfolio, value $15,299,854.

    13F-HR 0001906322-26-000001 filed by POM Investment Strategies, 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 246,792 shares
    Change vs previous 13F +45,588 shares

    7.72% of the 13F portfolio, value $14,195,482.

    13F-HR 0001906322-25-000004 filed by POM Investment Strategies, 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 201,204 shares
    Change vs previous 13F +196,896 shares

    7.49% of the 13F portfolio, value $10,482,709.

    13F-HR 0002050308-25-000004 filed by POM Investment Strategies, 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 4,308 shares
    Change vs previous 13F -240,796 shares

    0.23% of the 13F portfolio, value $198,256.

    13F-HR 0001906322-25-000002 filed by POM Investment Strategies, 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 245,104 shares
    Change vs previous 13F +3,108 shares

    9.22% of the 13F portfolio, value $12,245,380.

    13F-HR 0002012421-25-000002 filed by POM Investment Strategies, 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 241,996 shares
    Change vs previous 13F not available

    8.98% of the 13F portfolio, value $11,502,068.

    13F-HR 0002012421-24-000008 filed by POM Investment Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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