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Disclosery

Seros Financial, LLC: XLG position timeline

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

Seros Financial, LLC held 176,305 XLG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,305 shares
    Change vs previous 13F +3,636 shares

    5.62% of the 13F portfolio, value $10,795,166.

    13F-HR 0001104659-26-095632 filed by Seros Financial, 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 172,669 shares
    Change vs previous 13F +11,310 shares

    6% of the 13F portfolio, value $9,419,094.

    13F-HR 0001104659-26-055527 filed by Seros Financial, 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 161,359 shares
    Change vs previous 13F +25,230 shares

    5.61% of the 13F portfolio, value $9,565,376.

    13F-HR 0001104659-26-011337 filed by Seros Financial, 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/A 136,129 shares
    Change vs previous 13F +267 shares

    4.74% of the 13F portfolio, value $7,830,152.

    13F-HR/A 0001104659-25-120288 filed by Seros Financial, 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 135,862 shares
    Change vs previous 13F +5,509 shares

    4.49% of the 13F portfolio, value $7,078,427.

    13F-HR 0001667731-25-000900 filed by Seros Financial, 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 130,353 shares
    Change vs previous 13F -35,686 shares

    4.48% of the 13F portfolio, value $5,998,845.

    13F-HR 0001667731-25-000445 filed by Seros Financial, 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 166,039 shares
    Change vs previous 13F not available

    6.84% of the 13F portfolio, value $7,596,281.

    13F-HR 0001667731-25-000052 filed by Seros Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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