XML Financial, LLC: BA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of XML Financial, LLC on BA, newest first. How the timeline and the estimate are built.
XML Financial, LLC held 8,380 BA shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 8,380 sharesChange vs previous 13F -367 shares
0.13% of the 13F portfolio, value $1,814,080.
13F-HR 0001725547-26-000254 filed by XML Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,747 sharesChange vs previous 13F -158 shares
0.14% of the 13F portfolio, value $1,740,972.
13F-HR 0001725547-26-000139 filed by XML Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,905 sharesChange vs previous 13F +43 shares
0.16% of the 13F portfolio, value $1,933,388.
13F-HR 0001725547-26-000074 filed by XML Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,862 sharesChange vs previous 13F -666 shares
0.16% of the 13F portfolio, value $1,912,709.
13F-HR 0001725547-25-004125 filed by XML Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,528 sharesChange vs previous 13F -534 shares
0.17% of the 13F portfolio, value $1,996,429.
13F-HR 0001725547-25-003469 filed by XML Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,062 sharesChange vs previous 13F +505 shares
0.16% of the 13F portfolio, value $1,716,102.
13F-HR 0001725547-25-001441 filed by XML Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,557 sharesChange vs previous 13F +132 shares
0.16% of the 13F portfolio, value $1,691,616.
13F-HR 0001725547-25-000138 filed by XML Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,425 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $1,433,000.
13F-HR 0001725547-24-006074 filed by XML Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).