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Focus Partners Wealth: XLG position timeline

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

Focus Partners Wealth held 91,288 XLG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,288 shares
    Change vs previous 13F +1,109 shares

    0.01% of the 13F portfolio, value $5,589,618.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 66,473 shares
    • Focus Partners Advisor Solutions, LLC: 24,815 shares

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

  2. period ended2026-03-31
    13F 90,179 shares
    Change vs previous 13F -13,017 shares

    <0.01% of the 13F portfolio, value $4,919,321.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 65,564 shares
    • Focus Partners Advisor Solutions, LLC: 24,615 shares

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

  3. period ended2025-12-31
    13F 103,196 shares
    Change vs previous 13F +40,667 shares

    0.01% of the 13F portfolio, value $6,117,465.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 68,636 shares
    • Focus Partners Advisor Solutions, LLC: 34,560 shares

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

  4. period ended2025-09-30
    13F 62,529 shares
    Change vs previous 13F -2,878 shares

    0.01% of the 13F portfolio, value $3,596,714.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 65,407 shares
    Change vs previous 13F -111,195 shares

    0.01% of the 13F portfolio, value $3,407,729.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 176,602 shares
    Change vs previous 13F -3,112 shares

    0.02% of the 13F portfolio, value $8,127,265.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 179,714 shares
    Change vs previous 13F +109,787 shares

    0.02% of the 13F portfolio, value $8,978,512.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 69,927 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,601,287.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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