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Disclosery

XML Financial, LLC: DOW position timeline

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

XML Financial, LLC held 10,551 DOW 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 10,551 shares
    Change vs previous 13F -6,283 shares

    0.02% of the 13F portfolio, value $288,675.

    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 16,834 shares
    Change vs previous 13F -3,043 shares

    0.06% of the 13F portfolio, value $701,136.

    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 19,877 shares
    Change vs previous 13F -11,166 shares

    0.04% of the 13F portfolio, value $464,720.

    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 31,043 shares
    Change vs previous 13F -16,805 shares

    0.06% of the 13F portfolio, value $711,816.

    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 47,848 shares
    Change vs previous 13F -47,629 shares

    0.11% of the 13F portfolio, value $1,267,015.

    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 95,477 shares
    Change vs previous 13F +4,953 shares

    0.31% of the 13F portfolio, value $3,334,057.

    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 90,524 shares
    Change vs previous 13F -4,271 shares

    0.33% of the 13F portfolio, value $3,632,737.

    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 94,795 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $5,178,672.

    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).