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Disclosery

XML Financial, LLC: GEHC position timeline

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

XML Financial, LLC held 9,464 GEHC 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 9,464 shares
    Change vs previous 13F +194 shares

    0.04% of the 13F portfolio, value $605,798.

    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 9,270 shares
    Change vs previous 13F +1,664 shares

    0.05% of the 13F portfolio, value $659,847.

    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 7,606 shares
    Change vs previous 13F +385 shares

    0.05% of the 13F portfolio, value $623,835.

    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 7,221 shares
    Change vs previous 13F +3,417 shares

    0.04% of the 13F portfolio, value $542,297.

    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 3,804 shares
    Change vs previous 13F +685 shares

    0.02% of the 13F portfolio, value $281,762.

    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 3,119 shares
    Change vs previous 13F -181 shares

    0.02% of the 13F portfolio, value $251,734.

    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 3,300 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $258,032.

    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 3,300 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $309,744.

    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).