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Disclosery

XML Financial, LLC: EMR position timeline

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

XML Financial, LLC held 33,572 EMR 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 33,572 shares
    Change vs previous 13F -1,996 shares

    0.35% of the 13F portfolio, value $4,805,899.

    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 35,568 shares
    Change vs previous 13F -4,964 shares

    0.38% of the 13F portfolio, value $4,660,200.

    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 40,532 shares
    Change vs previous 13F -928 shares

    0.44% of the 13F portfolio, value $5,379,431.

    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 41,460 shares
    Change vs previous 13F -815 shares

    0.44% of the 13F portfolio, value $5,438,752.

    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 42,275 shares
    Change vs previous 13F -1,643 shares

    0.49% of the 13F portfolio, value $5,636,527.

    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 43,918 shares
    Change vs previous 13F +373 shares

    0.45% of the 13F portfolio, value $4,815,199.

    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 43,545 shares
    Change vs previous 13F -1,299 shares

    0.49% of the 13F portfolio, value $5,396,588.

    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 44,844 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $4,904,616.

    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).