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Disclosery

Walker Asset Management, LLC: XLG position timeline

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

Walker Asset Management, LLC held 41,179 XLG shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,179 shares
    Change vs previous 13F +993 shares

    1.27% of the 13F portfolio, value $2,521,390.

    13F-HR 0001214659-26-008409 filed by Walker Asset Management, 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 40,186 shares
    Change vs previous 13F +1,783 shares

    1.19% of the 13F portfolio, value $2,192,146.

    13F-HR 0001214659-26-005033 filed by Walker Asset Management, 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 38,403 shares
    Change vs previous 13F -214 shares

    1.22% of the 13F portfolio, value $2,276,530.

    13F-HR 0001214659-26-000534 filed by Walker Asset Management, 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 38,617 shares
    Change vs previous 13F +2,148 shares

    1.25% of the 13F portfolio, value $2,221,250.

    13F-HR 0001214659-25-014909 filed by Walker Asset Management, 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 36,469 shares
    Change vs previous 13F +1,708 shares

    1.1% of the 13F portfolio, value $1,900,035.

    13F-HR 0001214659-25-010498 filed by Walker Asset Management, 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 34,761 shares
    Change vs previous 13F +282 shares

    0.97% of the 13F portfolio, value $1,599,701.

    13F-HR 0001214659-25-005873 filed by Walker Asset Management, 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 34,479 shares
    Change vs previous 13F +1,064 shares

    1.06% of the 13F portfolio, value $1,722,571.

    13F-HR 0001214659-25-000596 filed by Walker Asset Management, 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 33,415 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,588,215.

    13F-HR 0001214659-24-017823 filed by Walker Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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