Skip to content
Disclosery

XML Financial, LLC: IVV position timeline

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

XML Financial, LLC held 37,445 IVV 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 37,445 shares
    Change vs previous 13F +1,105 shares

    2.04% of the 13F portfolio, value $28,042,164.

    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 36,340 shares
    Change vs previous 13F +1,280 shares

    1.92% of the 13F portfolio, value $23,737,510.

    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 35,060 shares
    Change vs previous 13F +1,056 shares

    1.96% of the 13F portfolio, value $24,014,134.

    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 34,004 shares
    Change vs previous 13F +218 shares

    1.85% of the 13F portfolio, value $22,759,076.

    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 33,786 shares
    Change vs previous 13F +3,156 shares

    1.82% of the 13F portfolio, value $20,977,779.

    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 30,630 shares
    Change vs previous 13F -408 shares

    1.61% of the 13F portfolio, value $17,211,230.

    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 31,038 shares
    Change vs previous 13F +2,067 shares

    1.68% of the 13F portfolio, value $18,271,344.

    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 28,971 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $16,711,232.

    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).