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Disclosery

XML Financial, LLC: DNP position timeline

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

XML Financial, LLC held 16,955 DNP 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 16,955 shares
    Change vs previous 13F +288 shares

    0.01% of the 13F portfolio, value $182,943.

    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 16,667 shares
    Change vs previous 13F +296 shares

    0.01% of the 13F portfolio, value $171,672.

    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 16,371 shares
    Change vs previous 13F +298 shares

    0.01% of the 13F portfolio, value $163,545.

    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 16,073 shares
    Change vs previous 13F +298 shares

    0.01% of the 13F portfolio, value $160,888.

    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 15,775 shares
    Change vs previous 13F +299 shares

    0.01% of the 13F portfolio, value $154,441.

    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 15,476 shares
    Change vs previous 13F +299 shares

    0.01% of the 13F portfolio, value $153,061.

    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 15,177 shares
    Change vs previous 13F -1,713 shares

    0.01% of the 13F portfolio, value $133,862.

    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 16,890 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $169,574.

    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).