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Disclosery

XML Financial, LLC: EFA position timeline

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

XML Financial, LLC held 39,563 EFA 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 39,563 shares
    Change vs previous 13F -1,100 shares

    0.3% of the 13F portfolio, value $4,109,828.

    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 40,663 shares
    Change vs previous 13F -320 shares

    0.32% of the 13F portfolio, value $3,949,645.

    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 40,983 shares
    Change vs previous 13F +256 shares

    0.32% of the 13F portfolio, value $3,935,632.

    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 40,727 shares
    Change vs previous 13F -1,182 shares

    0.31% of the 13F portfolio, value $3,802,655.

    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 41,909 shares
    Change vs previous 13F +279 shares

    0.33% of the 13F portfolio, value $3,746,288.

    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 41,630 shares
    Change vs previous 13F -5,136 shares

    0.32% of the 13F portfolio, value $3,402,441.

    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 46,766 shares
    Change vs previous 13F +5,026 shares

    0.32% of the 13F portfolio, value $3,535,962.

    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 41,740 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,490,688.

    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).