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Disclosery

XML Financial, LLC: ITW position timeline

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

XML Financial, LLC held 3,529 ITW 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 3,529 shares
    Change vs previous 13F -218 shares

    0.07% of the 13F portfolio, value $954,587.

    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 3,747 shares
    Change vs previous 13F -144 shares

    0.08% of the 13F portfolio, value $975,364.

    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 3,891 shares
    Change vs previous 13F -157 shares

    0.08% of the 13F portfolio, value $958,338.

    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 4,048 shares
    Change vs previous 13F -100 shares

    0.09% of the 13F portfolio, value $1,055,645.

    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 4,148 shares
    Change vs previous 13F +184 shares

    0.09% of the 13F portfolio, value $1,025,482.

    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 3,964 shares
    Change vs previous 13F +307 shares

    0.09% of the 13F portfolio, value $983,171.

    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 3,657 shares
    Change vs previous 13F -11 shares

    0.09% of the 13F portfolio, value $927,294.

    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 3,668 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $961,155.

    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).