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XML Financial, LLC: IBDW position timeline

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

XML Financial, LLC held 27,758 IBDW 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 27,758 shares
    Change vs previous 13F +3,115 shares

    0.04% of the 13F portfolio, value $578,477.

    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 24,643 shares
    Change vs previous 13F +5,501 shares

    0.04% of the 13F portfolio, value $515,778.

    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 19,142 shares
    Change vs previous 13F +6,795 shares

    0.03% of the 13F portfolio, value $404,853.

    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 12,347 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $262,003.

    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).