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Disclosery

XML Financial, LLC: IGE position timeline

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

XML Financial, LLC held 14,105 IGE 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 14,105 shares
    Change vs previous 13F +735 shares

    0.06% of the 13F portfolio, value $792,439.

    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 13,370 shares
    Change vs previous 13F +327 shares

    0.07% of the 13F portfolio, value $841,521.

    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 13,043 shares
    Change vs previous 13F -405 shares

    0.05% of the 13F portfolio, value $654,777.

    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 13,448 shares
    Change vs previous 13F +899 shares

    0.05% of the 13F portfolio, value $659,645.

    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 12,549 shares
    Change vs previous 13F +453 shares

    0.05% of the 13F portfolio, value $555,286.

    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 12,096 shares
    Change vs previous 13F -458 shares

    0.05% of the 13F portfolio, value $550,028.

    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 12,554 shares
    Change vs previous 13F +121 shares

    0.05% of the 13F portfolio, value $536,451.

    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 12,433 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $547,915.

    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).