Skip to content
Disclosery

XML Financial, LLC: AAPL position timeline

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

XML Financial, LLC held 115,961 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,961 shares
    Change vs previous 13F +835 shares

    2.44% of the 13F portfolio, value $33,554,323.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 115,126 shares
    Change vs previous 13F -245 shares

    2.36% of the 13F portfolio, value $29,217,668.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 115,371 shares
    Change vs previous 13F -6,549 shares

    2.56% of the 13F portfolio, value $31,364,748.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 121,920 shares
    Change vs previous 13F -1,017 shares

    2.53% of the 13F portfolio, value $31,044,654.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 122,937 shares
    Change vs previous 13F -7,159 shares

    2.19% of the 13F portfolio, value $25,222,972.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 130,096 shares
    Change vs previous 13F -1,095 shares

    2.7% of the 13F portfolio, value $28,898,328.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 131,191 shares
    Change vs previous 13F +1,351 shares

    3.01% of the 13F portfolio, value $32,852,862.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 129,840 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $30,252,761.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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