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Disclosery

XML Financial, LLC: IDU position timeline

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

XML Financial, LLC held 2,173 IDU 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 2,173 shares
    Change vs previous 13F +152 shares

    0.02% of the 13F portfolio, value $249,075.

    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 2,021 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $234,609.

    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).