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Disclosery

XML Financial, LLC: CUBE position timeline

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

XML Financial, LLC held 0 CUBE shares at 2025-12-31 per its 13F-HR filed 2026-02-11.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -7,195 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 7,195 shares
    Change vs previous 13F +87 shares

    0.02% of the 13F portfolio, value $292,537.

    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).

  3. period ended2025-06-30
    13F 7,108 shares
    Change vs previous 13F +94 shares

    0.03% of the 13F portfolio, value $302,099.

    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).

  4. period ended2025-03-31
    13F 7,014 shares
    Change vs previous 13F -114 shares

    0.03% of the 13F portfolio, value $299,553.

    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).

  5. period ended2024-12-31
    13F 7,128 shares
    Change vs previous 13F -175 shares

    0.03% of the 13F portfolio, value $305,422.

    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).

  6. period ended2024-09-30
    13F 7,303 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $393,141.

    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).