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Disclosery

XML Financial, LLC: FDX position timeline

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

XML Financial, LLC held 7,741 FDX 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 7,741 shares
    Change vs previous 13F -525 shares

    0.18% of the 13F portfolio, value $2,423,939.

    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 8,266 shares
    Change vs previous 13F -620 shares

    0.24% of the 13F portfolio, value $2,944,184.

    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 8,886 shares
    Change vs previous 13F -115 shares

    0.21% of the 13F portfolio, value $2,566,872.

    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 9,001 shares
    Change vs previous 13F -1,180 shares

    0.17% of the 13F portfolio, value $2,122,526.

    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 10,181 shares
    Change vs previous 13F +823 shares

    0.2% of the 13F portfolio, value $2,314,243.

    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 9,358 shares
    Change vs previous 13F -821 shares

    0.21% of the 13F portfolio, value $2,281,293.

    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 10,179 shares
    Change vs previous 13F -362 shares

    0.26% of the 13F portfolio, value $2,863,720.

    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 10,541 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,884,909.

    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).