Skip to content
Disclosery

XML Financial, LLC: D position timeline

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

XML Financial, LLC held 38,517 D 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 38,517 shares
    Change vs previous 13F -264 shares

    0.19% of the 13F portfolio, value $2,630,334.

    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 38,781 shares
    Change vs previous 13F -551 shares

    0.19% of the 13F portfolio, value $2,397,454.

    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 39,332 shares
    Change vs previous 13F -2,595 shares

    0.19% of the 13F portfolio, value $2,304,454.

    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 41,927 shares
    Change vs previous 13F -2,909 shares

    0.21% of the 13F portfolio, value $2,564,657.

    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 44,836 shares
    Change vs previous 13F +731 shares

    0.22% of the 13F portfolio, value $2,534,151.

    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 44,105 shares
    Change vs previous 13F -3,656 shares

    0.23% of the 13F portfolio, value $2,472,943.

    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 47,761 shares
    Change vs previous 13F -4,669 shares

    0.24% of the 13F portfolio, value $2,572,394.

    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 52,430 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,029,913.

    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).