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XML Financial, LLC: ARCC position timeline

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

XML Financial, LLC held 17,019 ARCC 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 17,019 shares
    Change vs previous 13F -1,516 shares

    0.02% of the 13F portfolio, value $315,356.

    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 18,535 shares
    Change vs previous 13F +266 shares

    0.03% of the 13F portfolio, value $334,007.

    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 18,269 shares
    Change vs previous 13F +1,620 shares

    0.03% of the 13F portfolio, value $369,583.

    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 16,649 shares
    Change vs previous 13F +1,353 shares

    0.03% of the 13F portfolio, value $339,816.

    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 15,296 shares
    Change vs previous 13F -2,713 shares

    0.03% of the 13F portfolio, value $335,906.

    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 18,009 shares
    Change vs previous 13F +371 shares

    0.04% of the 13F portfolio, value $399,074.

    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 17,638 shares
    Change vs previous 13F -3,231 shares

    0.04% of the 13F portfolio, value $386,089.

    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 20,869 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $437,004.

    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).