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WealthTrak Capital Management LLC: XLG position timeline

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

WealthTrak Capital Management LLC held 5,825 XLG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,825 shares
    Change vs previous 13F -206 shares

    0.23% of the 13F portfolio, value $356,665.

    13F-HR 0002052710-26-000003 filed by WealthTrak Capital 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 6,031 shares
    Change vs previous 13F -55,595 shares

    0.23% of the 13F portfolio, value $328,991.

    13F-HR 0002052710-26-000002 filed by WealthTrak Capital 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 61,626 shares
    Change vs previous 13F +15,664 shares

    2.62% of the 13F portfolio, value $3,653,189.

    13F-HR 0002052710-26-000001 filed by WealthTrak Capital 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 45,962 shares
    Change vs previous 13F +30,762 shares

    2.18% of the 13F portfolio, value $2,643,734.

    13F-HR 0002052710-25-000008 filed by WealthTrak Capital 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 15,200 shares
    Change vs previous 13F +6,972 shares

    0.66% of the 13F portfolio, value $791,920.

    13F-HR 0002052710-25-000004 filed by WealthTrak Capital 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 8,228 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $378,653.

    13F-HR 0002052710-25-000002 filed by WealthTrak Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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