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Disclosery

XML Financial, LLC: BHP position timeline

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

XML Financial, LLC held 8,440 BHP 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 8,440 shares
    Change vs previous 13F -100 shares

    0.05% of the 13F portfolio, value $703,136.

    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 8,540 shares
    Change vs previous 13F -160 shares

    0.05% of the 13F portfolio, value $621,200.

    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 8,700 shares
    Change vs previous 13F -190 shares

    0.04% of the 13F portfolio, value $525,219.

    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 8,890 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $495,618.

    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 8,890 shares
    Change vs previous 13F -50 shares

    0.04% of the 13F portfolio, value $427,520.

    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 8,940 shares
    Change vs previous 13F -3,350 shares

    0.04% of the 13F portfolio, value $433,948.

    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 12,290 shares
    Change vs previous 13F -297 shares

    0.06% of the 13F portfolio, value $600,121.

    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 12,587 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $781,767.

    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).