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Disclosery

XML Financial, LLC: IVW position timeline

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

XML Financial, LLC held 44,004 IVW 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 44,004 shares
    Change vs previous 13F -676 shares

    0.44% of the 13F portfolio, value $6,051,843.

    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 44,680 shares
    Change vs previous 13F +8,246 shares

    0.41% of the 13F portfolio, value $5,053,763.

    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 36,434 shares
    Change vs previous 13F -10,935 shares

    0.37% of the 13F portfolio, value $4,490,811.

    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 47,369 shares
    Change vs previous 13F -191 shares

    0.47% of the 13F portfolio, value $5,718,427.

    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 47,560 shares
    Change vs previous 13F -735 shares

    0.45% of the 13F portfolio, value $5,236,306.

    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 48,295 shares
    Change vs previous 13F +27 shares

    0.42% of the 13F portfolio, value $4,483,202.

    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 48,268 shares
    Change vs previous 13F -4,767 shares

    0.45% of the 13F portfolio, value $4,900,687.

    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 53,035 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $5,078,135.

    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).