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Disclosery

XML Financial, LLC: ET position timeline

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

XML Financial, LLC held 40,336 ET 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 40,336 shares
    Change vs previous 13F -1,305 shares

    0.06% of the 13F portfolio, value $771,224.

    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 41,641 shares
    Change vs previous 13F -4,996 shares

    0.06% of the 13F portfolio, value $803,671.

    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 46,637 shares
    Change vs previous 13F +5,094 shares

    0.06% of the 13F portfolio, value $769,039.

    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 41,543 shares
    Change vs previous 13F +2,000 shares

    0.06% of the 13F portfolio, value $712,878.

    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 39,543 shares
    Change vs previous 13F +2,000 shares

    0.06% of the 13F portfolio, value $716,915.

    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 37,543 shares
    Change vs previous 13F -8,490 shares

    0.07% of the 13F portfolio, value $697,924.

    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 46,033 shares
    Change vs previous 13F +8,386 shares

    0.08% of the 13F portfolio, value $901,786.

    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 37,647 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $604,227.

    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).