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Steward Partners Investment Advisory, LLC: XLGIX position timeline

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

Steward Partners Investment Advisory, LLC held 49,010 XLGIX 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 49,010 shares
    Change vs previous 13F +1,354 shares

    <0.01% of the 13F portfolio, value $905,706.

    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 47,656 shares
    Change vs previous 13F +451 shares

    <0.01% of the 13F portfolio, value $766,789.

    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 47,205 shares
    Change vs previous 13F +5,046 shares

    <0.01% of the 13F portfolio, value $823,252.

    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 42,159 shares
    Change vs previous 13F +600 shares

    <0.01% of the 13F portfolio, value $729,357.

    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 41,559 shares
    Change vs previous 13F +14,000 shares

    0.01% of the 13F portfolio, value $698,194.

    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 27,559 shares
    Change vs previous 13F +2,300 shares

    <0.01% of the 13F portfolio, value $424,684.

    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 25,259 shares
    Change vs previous 13F -3,600 shares

    <0.01% of the 13F portfolio, value $403,636.

    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 28,859 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $523,495.

    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).