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Disclosery

XML Financial, LLC: CLS position timeline

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

XML Financial, LLC held 2,640 CLS 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 2,640 shares
    Change vs previous 13F +40 shares

    0.07% of the 13F portfolio, value $963,072.

    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 2,600 shares
    Change vs previous 13F +100 shares

    0.06% of the 13F portfolio, value $732,368.

    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 2,500 shares
    Change vs previous 13F +75 shares

    0.06% of the 13F portfolio, value $739,025.

    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 2,425 shares
    Change vs previous 13F +600 shares

    0.05% of the 13F portfolio, value $597,472.

    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 1,825 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $284,901.

    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).