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Disclosery

XML Financial, LLC: FCPI position timeline

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

XML Financial, LLC held 5,111 FCPI 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 5,111 shares
    Change vs previous 13F +14 shares

    0.02% of the 13F portfolio, value $279,160.

    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 5,097 shares
    Change vs previous 13F +90 shares

    0.02% of the 13F portfolio, value $250,559.

    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 5,007 shares
    Change vs previous 13F +28 shares

    0.02% of the 13F portfolio, value $247,740.

    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 4,979 shares
    Change vs previous 13F +15 shares

    0.02% of the 13F portfolio, value $249,447.

    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 4,964 shares
    Change vs previous 13F +4,964 shares

    0.02% of the 13F portfolio, value $231,592.

    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 0 shares
    Change vs previous 13F -4,886 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 4,886 shares
    Change vs previous 13F -102 shares

    0.02% of the 13F portfolio, value $211,812.

    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 4,988 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $216,039.

    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).