Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: XLG position timeline

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

Steward Partners Investment Advisory, LLC held 87,376 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 87,376 shares
    Change vs previous 13F +20,303 shares

    0.03% of the 13F portfolio, value $5,350,041.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 67,073 shares
    Change vs previous 13F -36,223 shares

    0.02% of the 13F portfolio, value $3,658,817.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 103,296 shares
    Change vs previous 13F +4,069 shares

    0.03% of the 13F portfolio, value $6,123,383.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 99,227 shares
    Change vs previous 13F +23,928 shares

    0.03% of the 13F portfolio, value $5,707,543.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 75,299 shares
    Change vs previous 13F +9,376 shares

    0.03% of the 13F portfolio, value $3,923,085.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 65,923 shares
    Change vs previous 13F -100,115 shares

    0.03% of the 13F portfolio, value $3,033,776.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 166,038 shares
    Change vs previous 13F +17,880 shares

    0.07% of the 13F portfolio, value $8,295,277.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 148,158 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,041,950.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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