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Disclosery

XML Financial, LLC: BFS position timeline

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

XML Financial, LLC held 7,835 BFS 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 7,835 shares
    Change vs previous 13F -2,500 shares

    0.02% of the 13F portfolio, value $292,951.

    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 10,335 shares
    Change vs previous 13F -2,250 shares

    0.03% of the 13F portfolio, value $336,714.

    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 12,585 shares
    Change vs previous 13F -5,000 shares

    0.03% of the 13F portfolio, value $396,805.

    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 17,585 shares
    Change vs previous 13F -4,785 shares

    0.05% of the 13F portfolio, value $560,434.

    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 22,370 shares
    Change vs previous 13F -1,600 shares

    0.07% of the 13F portfolio, value $763,712.

    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 23,970 shares
    Change vs previous 13F -816 shares

    0.08% of the 13F portfolio, value $864,598.

    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 24,786 shares
    Change vs previous 13F -333 shares

    0.09% of the 13F portfolio, value $961,708.

    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 25,119 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,053,984.

    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).