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Disclosery

XML Financial, LLC: GS position timeline

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

XML Financial, LLC held 3,632 GS 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 3,632 shares
    Change vs previous 13F -228 shares

    0.27% of the 13F portfolio, value $3,673,587.

    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 3,860 shares
    Change vs previous 13F -554 shares

    0.26% of the 13F portfolio, value $3,265,716.

    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 4,414 shares
    Change vs previous 13F -403 shares

    0.32% of the 13F portfolio, value $3,879,625.

    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 4,817 shares
    Change vs previous 13F -93 shares

    0.31% of the 13F portfolio, value $3,836,262.

    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 4,910 shares
    Change vs previous 13F +48 shares

    0.3% of the 13F portfolio, value $3,475,140.

    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 4,862 shares
    Change vs previous 13F -77 shares

    0.25% of the 13F portfolio, value $2,656,206.

    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 4,939 shares
    Change vs previous 13F -94 shares

    0.26% of the 13F portfolio, value $2,828,050.

    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 5,033 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,491,848.

    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).