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Disclosery

XML Financial, LLC: B position timeline

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

XML Financial, LLC held 40,635 B 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 40,635 shares
    Change vs previous 13F -7,550 shares

    0.11% of the 13F portfolio, value $1,492,524.

    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 48,185 shares
    Change vs previous 13F -1,436 shares

    0.16% of the 13F portfolio, value $1,965,466.

    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 49,621 shares
    Change vs previous 13F -274 shares

    0.18% of the 13F portfolio, value $2,160,999.

    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 49,895 shares
    Change vs previous 13F -1,080 shares

    0.13% of the 13F portfolio, value $1,635,059.

    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 50,975 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,061,300.

    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).