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Disclosery

XML Financial, LLC: BSV position timeline

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

XML Financial, LLC held 317,267 BSV 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 317,267 shares
    Change vs previous 13F +45,716 shares

    1.8% of the 13F portfolio, value $24,718,229.

    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 271,551 shares
    Change vs previous 13F +20,616 shares

    1.72% of the 13F portfolio, value $21,292,279.

    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 250,935 shares
    Change vs previous 13F -3,483 shares

    1.61% of the 13F portfolio, value $19,776,159.

    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 254,418 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $20,076,157.

    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).