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Disclosery

XML Financial, LLC: FUMB position timeline

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

XML Financial, LLC held 11,618 FUMB 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 11,618 shares
    Change vs previous 13F -514,406 shares

    0.02% of the 13F portfolio, value $232,999.

    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 526,024 shares
    Change vs previous 13F +49,726 shares

    0.85% of the 13F portfolio, value $10,546,773.

    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 476,298 shares
    Change vs previous 13F -30,884 shares

    0.78% of the 13F portfolio, value $9,554,543.

    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 507,182 shares
    Change vs previous 13F +25,633 shares

    0.83% of the 13F portfolio, value $10,194,351.

    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 481,549 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $9,679,142.

    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).