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Disclosery

XML Financial, LLC: IP position timeline

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

XML Financial, LLC held 22,655 IP 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 22,655 shares
    Change vs previous 13F -14,990 shares

    0.06% of the 13F portfolio, value $863,156.

    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 37,645 shares
    Change vs previous 13F -8,840 shares

    0.11% of the 13F portfolio, value $1,343,927.

    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 46,485 shares
    Change vs previous 13F -7,058 shares

    0.15% of the 13F portfolio, value $1,831,054.

    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 53,543 shares
    Change vs previous 13F -1,605 shares

    0.2% of the 13F portfolio, value $2,484,395.

    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 55,148 shares
    Change vs previous 13F -700 shares

    0.22% of the 13F portfolio, value $2,582,581.

    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 55,848 shares
    Change vs previous 13F -2,721 shares

    0.28% of the 13F portfolio, value $2,979,491.

    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 58,569 shares
    Change vs previous 13F -2,072 shares

    0.29% of the 13F portfolio, value $3,152,193.

    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 60,641 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,962,289.

    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).