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Disclosery

XML Financial, LLC: BDJ position timeline

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

XML Financial, LLC held 13,783 BDJ 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 13,783 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $131,903.

    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 13,783 shares
    Change vs previous 13F -3,334 shares

    0.01% of the 13F portfolio, value $118,809.

    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 17,117 shares
    Change vs previous 13F -8,012 shares

    0.01% of the 13F portfolio, value $162,265.

    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 25,129 shares
    Change vs previous 13F +7,257 shares

    0.02% of the 13F portfolio, value $228,925.

    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 17,872 shares
    Change vs previous 13F -2,500 shares

    0.01% of the 13F portfolio, value $158,882.

    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 20,372 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $175,199.

    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 20,372 shares
    Change vs previous 13F -199 shares

    0.02% of the 13F portfolio, value $168,680.

    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 20,571 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $177,939.

    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).