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Disclosery

XML Financial, LLC: AGX position timeline

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

XML Financial, LLC held 1,320 AGX 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 1,320 shares
    Change vs previous 13F +165 shares

    0.08% of the 13F portfolio, value $1,054,086.

    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 1,155 shares
    Change vs previous 13F +480 shares

    0.05% of the 13F portfolio, value $629,071.

    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 675 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $211,491.

    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).