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PRECEDENT WEALTH PARTNERS, LLC: XLG position timeline

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

PRECEDENT WEALTH PARTNERS, LLC held 173,358 XLG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,358 shares
    Change vs previous 13F -1,744 shares

    1.77% of the 13F portfolio, value $10,614,732.

    13F-HR 0002008666-26-000007 filed by PRECEDENT WEALTH PARTNERS, 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 175,102 shares
    Change vs previous 13F -25,983 shares

    1.91% of the 13F portfolio, value $9,551,827.

    13F-HR 0002008666-26-000003 filed by PRECEDENT WEALTH PARTNERS, 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 201,085 shares
    Change vs previous 13F -8,847 shares

    2.5% of the 13F portfolio, value $11,920,334.

    13F-HR 0002008666-26-000001 filed by PRECEDENT WEALTH PARTNERS, 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 209,932 shares
    Change vs previous 13F +2,131 shares

    2.66% of the 13F portfolio, value $12,075,277.

    13F-HR 0002008666-25-000007 filed by PRECEDENT WEALTH PARTNERS, 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 207,801 shares
    Change vs previous 13F -14,023 shares

    2.65% of the 13F portfolio, value $10,826,445.

    13F-HR 0002008666-25-000004 filed by PRECEDENT WEALTH PARTNERS, 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 221,824 shares
    Change vs previous 13F +53,661 shares

    2.83% of the 13F portfolio, value $10,208,336.

    13F-HR 0002008666-25-000002 filed by PRECEDENT WEALTH PARTNERS, 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 168,163 shares
    Change vs previous 13F +2,457 shares

    2.74% of the 13F portfolio, value $8,401,411.

    13F-HR 0002008666-25-000001 filed by PRECEDENT WEALTH PARTNERS, 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 165,706 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $7,875,993.

    13F-HR 0002008666-24-000005 filed by PRECEDENT WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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