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Disclosery

XML Financial, LLC: HD position timeline

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

XML Financial, LLC held 7,610 HD 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 7,610 shares
    Change vs previous 13F -486 shares

    0.2% of the 13F portfolio, value $2,683,622.

    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 8,096 shares
    Change vs previous 13F +165 shares

    0.21% of the 13F portfolio, value $2,662,553.

    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 7,931 shares
    Change vs previous 13F -714 shares

    0.22% of the 13F portfolio, value $2,729,151.

    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 8,645 shares
    Change vs previous 13F +1,375 shares

    0.29% of the 13F portfolio, value $3,502,812.

    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 7,270 shares
    Change vs previous 13F -36 shares

    0.23% of the 13F portfolio, value $2,665,363.

    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 7,306 shares
    Change vs previous 13F +24 shares

    0.25% of the 13F portfolio, value $2,677,654.

    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 7,282 shares
    Change vs previous 13F +76 shares

    0.26% of the 13F portfolio, value $2,832,683.

    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 7,206 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,919,749.

    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).