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Disclosery

XML Financial, LLC: BAPR position timeline

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

XML Financial, LLC held 12,732 BAPR 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 12,732 shares
    Change vs previous 13F -753 shares

    0.05% of the 13F portfolio, value $678,106.

    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 13,485 shares
    Change vs previous 13F +2,721 shares

    0.05% of the 13F portfolio, value $660,495.

    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 10,764 shares
    Change vs previous 13F -4,832 shares

    0.04% of the 13F portfolio, value $516,457.

    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 15,596 shares
    Change vs previous 13F -47 shares

    0.06% of the 13F portfolio, value $731,554.

    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 15,643 shares
    Change vs previous 13F -32 shares

    0.06% of the 13F portfolio, value $706,873.

    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 15,675 shares
    Change vs previous 13F -545 shares

    0.06% of the 13F portfolio, value $665,717.

    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 16,220 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $718,708.

    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 16,220 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $703,461.

    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).