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Disclosery

XML Financial, LLC: INCM position timeline

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

XML Financial, LLC held 25,865 INCM 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 25,865 shares
    Change vs previous 13F -8,000 shares

    0.05% of the 13F portfolio, value $746,335.

    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 33,865 shares
    Change vs previous 13F +4,000 shares

    0.08% of the 13F portfolio, value $973,619.

    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 29,865 shares
    Change vs previous 13F +1,450 shares

    0.07% of the 13F portfolio, value $837,415.

    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 28,415 shares
    Change vs previous 13F +3,500 shares

    0.06% of the 13F portfolio, value $788,232.

    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 24,915 shares
    Change vs previous 13F +2,000 shares

    0.06% of the 13F portfolio, value $673,951.

    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 22,915 shares
    Change vs previous 13F +10,200 shares

    0.06% of the 13F portfolio, value $610,226.

    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 12,715 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $331,862.

    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).