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Disclosery

XML Financial, LLC: CEFS position timeline

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

XML Financial, LLC held 270,311 CEFS 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 270,311 shares
    Change vs previous 13F +38,531 shares

    0.5% of the 13F portfolio, value $6,930,768.

    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 231,780 shares
    Change vs previous 13F +40,453 shares

    0.42% of the 13F portfolio, value $5,226,647.

    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 191,327 shares
    Change vs previous 13F +41,446 shares

    0.36% of the 13F portfolio, value $4,408,183.

    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 149,881 shares
    Change vs previous 13F +24,779 shares

    0.28% of the 13F portfolio, value $3,412,785.

    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 125,102 shares
    Change vs previous 13F +44,240 shares

    0.24% of the 13F portfolio, value $2,782,261.

    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 80,862 shares
    Change vs previous 13F +15,116 shares

    0.16% of the 13F portfolio, value $1,724,795.

    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 65,746 shares
    Change vs previous 13F +33,720 shares

    0.13% of the 13F portfolio, value $1,408,271.

    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 32,026 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $712,569.

    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).