Skip to content
Disclosery

XML Financial, LLC: AGG position timeline

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

XML Financial, LLC held 26,444 AGG 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 26,444 shares
    Change vs previous 13F +2,434 shares

    0.19% of the 13F portfolio, value $2,617,394.

    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 24,010 shares
    Change vs previous 13F -39,495 shares

    0.19% of the 13F portfolio, value $2,383,515.

    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 63,505 shares
    Change vs previous 13F +8,863 shares

    0.52% of the 13F portfolio, value $6,342,851.

    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 54,642 shares
    Change vs previous 13F +2,412 shares

    0.45% of the 13F portfolio, value $5,477,861.

    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 52,230 shares
    Change vs previous 13F +6,160 shares

    0.45% of the 13F portfolio, value $5,181,244.

    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 46,070 shares
    Change vs previous 13F +3,221 shares

    0.43% of the 13F portfolio, value $4,557,217.

    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 42,849 shares
    Change vs previous 13F +3,211 shares

    0.38% of the 13F portfolio, value $4,152,122.

    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 39,638 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $4,014,137.

    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).