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Disclosery

XML Financial, LLC: DGRS position timeline

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

XML Financial, LLC held 97,128 DGRS 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 97,128 shares
    Change vs previous 13F -6,056 shares

    0.42% of the 13F portfolio, value $5,764,910.

    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 103,184 shares
    Change vs previous 13F +9,561 shares

    0.44% of the 13F portfolio, value $5,464,378.

    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 93,623 shares
    Change vs previous 13F +1,174 shares

    0.38% of the 13F portfolio, value $4,645,448.

    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 92,449 shares
    Change vs previous 13F -1,059 shares

    0.38% of the 13F portfolio, value $4,620,600.

    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 93,508 shares
    Change vs previous 13F +5,791 shares

    0.38% of the 13F portfolio, value $4,352,815.

    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 87,717 shares
    Change vs previous 13F +4,736 shares

    0.38% of the 13F portfolio, value $4,078,841.

    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 82,981 shares
    Change vs previous 13F -2,313 shares

    0.39% of the 13F portfolio, value $4,251,106.

    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 85,294 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $4,395,177.

    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).