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Disclosery

XML Financial, LLC: CWB position timeline

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

XML Financial, LLC held 181,451 CWB 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 181,451 shares
    Change vs previous 13F -5,072 shares

    1.42% of the 13F portfolio, value $19,564,035.

    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 186,523 shares
    Change vs previous 13F -1,571 shares

    1.38% of the 13F portfolio, value $17,070,596.

    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 188,094 shares
    Change vs previous 13F -457 shares

    1.37% of the 13F portfolio, value $16,778,000.

    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 188,551 shares
    Change vs previous 13F -4,122 shares

    1.39% of the 13F portfolio, value $17,063,853.

    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 192,673 shares
    Change vs previous 13F -16,703 shares

    1.38% of the 13F portfolio, value $15,926,377.

    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 209,376 shares
    Change vs previous 13F -709 shares

    1.5% of the 13F portfolio, value $16,042,391.

    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 210,085 shares
    Change vs previous 13F -196 shares

    1.5% of the 13F portfolio, value $16,363,525.

    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 210,281 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $16,105,420.

    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).