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Disclosery

XML Financial, LLC: BOCT position timeline

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

XML Financial, LLC held 8,175 BOCT 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 8,175 shares
    Change vs previous 13F -302 shares

    0.03% of the 13F portfolio, value $433,451.

    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 8,477 shares
    Change vs previous 13F -1,174 shares

    0.03% of the 13F portfolio, value $406,784.

    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 9,651 shares
    Change vs previous 13F -276 shares

    0.04% of the 13F portfolio, value $476,982.

    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 9,927 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $480,665.

    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 9,927 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $451,182.

    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 9,927 shares
    Change vs previous 13F -1,207 shares

    0.04% of the 13F portfolio, value $417,293.

    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 11,134 shares
    Change vs previous 13F +541 shares

    0.04% of the 13F portfolio, value $481,254.

    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 10,593 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $449,660.

    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).