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Disclosery

XML Financial, LLC: GM position timeline

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

XML Financial, LLC held 10,241 GM 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 10,241 shares
    Change vs previous 13F -1,980 shares

    0.06% of the 13F portfolio, value $789,376.

    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 12,221 shares
    Change vs previous 13F -909 shares

    0.07% of the 13F portfolio, value $910,465.

    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 13,130 shares
    Change vs previous 13F -2,437 shares

    0.09% of the 13F portfolio, value $1,067,731.

    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 15,567 shares
    Change vs previous 13F -950 shares

    0.08% of the 13F portfolio, value $949,120.

    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 16,517 shares
    Change vs previous 13F -915 shares

    0.07% of the 13F portfolio, value $812,802.

    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 17,432 shares
    Change vs previous 13F -5,148 shares

    0.08% of the 13F portfolio, value $819,827.

    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 22,580 shares
    Change vs previous 13F -2,586 shares

    0.11% of the 13F portfolio, value $1,202,848.

    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 25,166 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,128,442.

    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).