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Disclosery

XML Financial, LLC: CORP position timeline

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

XML Financial, LLC held 182,658 CORP 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 182,658 shares
    Change vs previous 13F -1,570 shares

    1.29% of the 13F portfolio, value $17,699,493.

    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 184,228 shares
    Change vs previous 13F +7,779 shares

    1.44% of the 13F portfolio, value $17,833,252.

    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 176,449 shares
    Change vs previous 13F -5,635 shares

    1.41% of the 13F portfolio, value $17,265,509.

    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 182,084 shares
    Change vs previous 13F +14,614 shares

    1.46% of the 13F portfolio, value $17,957,142.

    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 167,470 shares
    Change vs previous 13F +4,645 shares

    1.41% of the 13F portfolio, value $16,296,482.

    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 162,825 shares
    Change vs previous 13F -3,293 shares

    1.47% of the 13F portfolio, value $15,756,551.

    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 166,118 shares
    Change vs previous 13F +4,382 shares

    1.45% of the 13F portfolio, value $15,797,800.

    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 161,736 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $16,084,694.

    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).