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Disclosery

Sowell Financial Services LLC: XLG position timeline

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

Sowell Financial Services LLC held 35,506 XLG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,506 shares
    Change vs previous 13F -595 shares

    0.07% of the 13F portfolio, value $2,174,036.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 36,101 shares
    Change vs previous 13F -21,803 shares

    0.07% of the 13F portfolio, value $1,969,312.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 57,904 shares
    Change vs previous 13F +619 shares

    0.13% of the 13F portfolio, value $3,432,547.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 57,285 shares
    Change vs previous 13F -1,296 shares

    0.13% of the 13F portfolio, value $3,295,031.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 58,581 shares
    Change vs previous 13F +5,026 shares

    0.12% of the 13F portfolio, value $3,052,094.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 53,555 shares
    Change vs previous 13F +8,009 shares

    0.11% of the 13F portfolio, value $2,464,606.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 45,546 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,275,453.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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