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Disclosery

XML Financial, LLC: GPIQ position timeline

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

XML Financial, LLC held 159,217 GPIQ 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 159,217 shares
    Change vs previous 13F -16,273 shares

    0.69% of the 13F portfolio, value $9,443,181.

    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 175,490 shares
    Change vs previous 13F +17,408 shares

    0.7% of the 13F portfolio, value $8,684,981.

    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 158,082 shares
    Change vs previous 13F +3,602 shares

    0.68% of the 13F portfolio, value $8,357,787.

    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 154,480 shares
    Change vs previous 13F -777 shares

    0.66% of the 13F portfolio, value $8,104,039.

    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 155,257 shares
    Change vs previous 13F +656 shares

    0.67% of the 13F portfolio, value $7,733,348.

    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 154,601 shares
    Change vs previous 13F +19,373 shares

    0.64% of the 13F portfolio, value $6,895,185.

    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 135,228 shares
    Change vs previous 13F +120,194 shares

    0.61% of the 13F portfolio, value $6,630,213.

    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 15,034 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $720,880.

    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).