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XML Financial, LLC: AMGN position timeline

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

XML Financial, LLC held 18,659 AMGN 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 18,659 shares
    Change vs previous 13F -687 shares

    0.49% of the 13F portfolio, value $6,756,727.

    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 19,346 shares
    Change vs previous 13F -634 shares

    0.55% of the 13F portfolio, value $6,806,838.

    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 19,980 shares
    Change vs previous 13F -2,163 shares

    0.53% of the 13F portfolio, value $6,539,521.

    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 22,143 shares
    Change vs previous 13F -126 shares

    0.51% of the 13F portfolio, value $6,248,769.

    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 22,269 shares
    Change vs previous 13F +354 shares

    0.54% of the 13F portfolio, value $6,217,817.

    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 21,915 shares
    Change vs previous 13F -252 shares

    0.64% of the 13F portfolio, value $6,827,655.

    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 22,167 shares
    Change vs previous 13F -361 shares

    0.53% of the 13F portfolio, value $5,777,619.

    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 22,528 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $7,258,806.

    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).