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Disclosery

XML Financial, LLC: GIS position timeline

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

XML Financial, LLC held 20,944 GIS 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 20,944 shares
    Change vs previous 13F -7,012 shares

    0.05% of the 13F portfolio, value $728,849.

    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 27,956 shares
    Change vs previous 13F +170 shares

    0.08% of the 13F portfolio, value $1,040,520.

    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 27,786 shares
    Change vs previous 13F -4,191 shares

    0.11% of the 13F portfolio, value $1,292,049.

    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 31,977 shares
    Change vs previous 13F +700 shares

    0.13% of the 13F portfolio, value $1,612,280.

    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 31,277 shares
    Change vs previous 13F +3,141 shares

    0.14% of the 13F portfolio, value $1,620,461.

    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 28,136 shares
    Change vs previous 13F -648 shares

    0.16% of the 13F portfolio, value $1,682,251.

    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 28,784 shares
    Change vs previous 13F -318 shares

    0.17% of the 13F portfolio, value $1,835,564.

    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 29,102 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,149,171.

    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).