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Disclosery

XML Financial, LLC: AOR position timeline

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

XML Financial, LLC held 4,000 AOR 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 4,000 shares
    Change vs previous 13F -2,196 shares

    0.02% of the 13F portfolio, value $278,000.

    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 6,196 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $398,713.

    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 6,196 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $402,802.

    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 6,196 shares
    Change vs previous 13F -22 shares

    0.03% of the 13F portfolio, value $398,898.

    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 6,218 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $382,842.

    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).