Skip to content
Disclosery

XML Financial, LLC: IBM position timeline

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

XML Financial, LLC held 29,225 IBM 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 29,225 shares
    Change vs previous 13F -1,145 shares

    0.6% of the 13F portfolio, value $8,218,174.

    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 30,370 shares
    Change vs previous 13F +864 shares

    0.59% of the 13F portfolio, value $7,361,315.

    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 29,506 shares
    Change vs previous 13F -4,131 shares

    0.71% of the 13F portfolio, value $8,739,825.

    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 33,637 shares
    Change vs previous 13F -917 shares

    0.77% of the 13F portfolio, value $9,490,905.

    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 34,554 shares
    Change vs previous 13F -28 shares

    0.88% of the 13F portfolio, value $10,185,687.

    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 34,582 shares
    Change vs previous 13F +529 shares

    0.8% of the 13F portfolio, value $8,599,051.

    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 34,053 shares
    Change vs previous 13F -371 shares

    0.69% of the 13F portfolio, value $7,485,766.

    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 34,424 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $7,610,452.

    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).