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Disclosery

PFS Partners, LLC: XMLV position timeline

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

PFS Partners, LLC held 134,082 XMLV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134,082 shares
    Change vs previous 13F +3,249 shares

    3.6% of the 13F portfolio, value $8,893,642.

    13F-HR 0002002654-26-000003 filed by PFS Partners, 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 130,833 shares
    Change vs previous 13F +2,943 shares

    3.78% of the 13F portfolio, value $8,238,572.

    13F-HR 0002002654-26-000002 filed by PFS Partners, 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 127,890 shares
    Change vs previous 13F -1,347 shares

    3.66% of the 13F portfolio, value $7,976,249.

    13F-HR 0002002654-26-000001 filed by PFS Partners, 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 129,237 shares
    Change vs previous 13F +391 shares

    3.91% of the 13F portfolio, value $8,214,279.

    13F-HR 0002002654-25-000006 filed by PFS Partners, 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 128,846 shares
    Change vs previous 13F +361 shares

    4% of the 13F portfolio, value $7,945,950.

    13F-HR 0002002654-25-000004 filed by PFS Partners, 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 128,485 shares
    Change vs previous 13F +2,136 shares

    4.22% of the 13F portfolio, value $7,930,097.

    13F-HR 0002002654-25-000003 filed by PFS Partners, 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 126,349 shares
    Change vs previous 13F +292 shares

    4.19% of the 13F portfolio, value $7,684,556.

    13F-HR 0002002654-25-000001 filed by PFS Partners, 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 126,057 shares
    Change vs previous 13F not available

    4.43% of the 13F portfolio, value $7,694,528.

    13F-HR 0002002654-24-000005 filed by PFS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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